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Showing 1 - 10 of 16365 results for "Client"

ASIC slaps adviser with 10-year ban, strips AFSL

MATTHEW WAI  |  FRIDAY, 19 JUN 2026
... subsequently lost its Australian financial services licence (AFSL). According to ASIC, Newbound was found to have forged client signatures on service agreements and provided inaccurate file notes to "justify charging ongoing service fees" on at least ...

Frontier awards custody mandate for ICIO offering

ELIZA BAVIN  |  THURSDAY, 18 JUN 2026
... team successfully transitioned into the firm in December and has continued to manage the State Super portfolio as 'client number one' of the ICIO service. Frontier has been collaborating with Ironbark Investment Solutions' Corporate Trustee ...

Poor succession plans expose advice firms to crisis events: Report

KARREN VERGARA  |  THURSDAY, 18 JUN 2026
Most financial advice practices are ill-prepared to manage the sudden death or permanent disablement of a principal, according to new research, underscoring widespread gaps in succession and contingency planning. Business Health's newly released What ...

Alexander Funds names new chief executive

ELIZA BAVIN  |  THURSDAY, 18 JUN 2026
... the business through its next chapter. "Alexander Funds has established a strong reputation for investment excellence, client service and disciplined growth," Chudleigh said. "As we considered the leadership requirements for the future, John stood out ...

Ironbark and EQT partner to launch private markets fund

MATTHEW WAI  |  THURSDAY, 18 JUN 2026
EQT has partnered with Ironbark Investment Solutions to launch an evergreen private markets infrastructure fund, expected to be available in July. The launch of the Ironbark EQT Nexus Infrastructure Fund builds on the initial expansion to Australia ...

Channel Capital and Fidante to merge

ELIZA BAVIN  |  THURSDAY, 18 JUN 2026
... services. Within the group, Channel Capital, Fidante and Continental Funds Group will continue to operate as distinct, client-facing businesses. Channel Capital said the model preserves the unique identities, investment philosophies and affiliate relationships ...

Capstone joins forces with PictureWealth to form $22bn FUA planning network

MICHELLE BALTAZAR  |  WEDNESDAY, 17 JUN 2026
... advice to more Australians." "It also creates succession and integration pathways that can help retain advice capacity and client relationships within the profession. Following the announcement, PictureWealth Group climbs up the ranks to become one of ...

Nominations open for the 2026 Power50

STAFF WRITER  |  WEDNESDAY, 17 JUN 2026
Nominations for the 2026 Financial Standard Power50 are now open as we recognise the country's most influential advisers who continue to raise the standards for the profession and provide outstanding service to clients and the wider community. This ...

U Ethical appoints distribution lead

VINNY VUCAGO  |  WEDNESDAY, 17 JUN 2026
... its next phase of growth. James joins U Ethical's leadership team with responsibilities for distribution, marketing and client services, brining nearly 25 years of experience across the funds management sector. His previous roles include board director ...

IFM lifts stake in Atlas Arteria to 40% after upping offer price

RIDDHIMA TALWANI  |  TUESDAY, 16 JUN 2026
IFM Investors has raised its stake in Atlas Arteria from 34.5% to 38.3% in an on-market stock purchase, just a day after it raised its offer price for the toll road operator to $5.10 per security. This takes IFM's total share in Atlas Arteria to 39.6% ...
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