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Showing 191 - 200 of 16719 results for "Client"

Macquarie board rejects KPMG as auditor

RIDDHIMA TALWANI  |  THURSDAY, 27 AUG 2026
... and delivering lasting change." The embattled global consulting firm has been under scrutiny for misusing confidential client information to pursue audit tenders, including those of Westpac and Dexus. The details were brought forward by a whistleblower ...

AFCA moves to reinstate APT Strategy, opens doors for victims

KARREN VERGARA  |  THURSDAY, 27 AUG 2026
The Australian Fiduciaries-linked APT Strategy has been reinstated as a member of the Australian Financial Complaints Authority (AFCA), paving the way for victims to come forward. AFCA today announced APT Strategy, which is in liquidation, is once again ...

CBA, Colonial First State settle class action for $249m

KARREN VERGARA  |  WEDNESDAY, 26 AUG 2026
Commonwealth Bank (CBA), together with Colonial First State Investments (CFSI) and Avanteos Investments, have agreed to settle the long-running Interest Rates Class Action for $249 million but deny wrongdoing. The class action spearheaded by Slater ...

BT Panorama hires long-serving Russell Investments executive

KARREN VERGARA  |  WEDNESDAY, 26 AUG 2026
... was the managing director of the master trust and superannuation business, overseeing a team of 20 covering master trust client service, business development and operations. He joined the fund manager in 2004 as an actuary to several defined benefit ...

AllianceBernstein launches emerging markets active ETF

VINNY VUCAGO  |  WEDNESDAY, 26 AUG 2026
... identify companies with stronger quality and stability characteristics, AB said. AB managing direction of the Australian client group Ben Moore said the launch formed part of the firm's broader push to expand its active ETF platform. "The build-out of ...

Netwealth profit hit by First Guardian costs

VINNY VUCAGO  |  WEDNESDAY, 26 AUG 2026
... investment and execution," Hein said. Total FUA i ncreased to 20.3% to $135.7 billion while net flows reached $15.4 billion. Client accounts increased 12.4% to 182,276 and financial intermediaries rose 5.9% to 4205. Netwealth also said it had materially ...

Phil Anderson to retire at the upcoming FAAA Congress

MATTHEW WAI  |  WEDNESDAY, 26 AUG 2026
The industry stalwart is closing the curtains on a stellar career in the financial services industry at the conclusion of the upcoming FAAA Congress in Melbourne. FAAA general manager, policy, advocacy and standards Phil Anderson will retire on November ...

Advised clients more satisfied despite heightened costs: Report

MATTHEW WAI  |  TUESDAY, 25 AUG 2026
... 'good' or 'excellent' value, up from 84% in the year before. The value of advice is also represented by the surge in client satisfaction, with 33% rating their adviser a full mark (10/10), despite the heightened cost of seeking advice. ...

Philip King stages transition to retirement

KARREN VERGARA  |  MONDAY, 24 AUG 2026
... clients, shareholders and our people," O'Connor said. The announcement comes as Regal reported about $1.4 billion in net client inflows for the six months to June 30. One third of the $21.4 billion in funds under management (FUM) comes from institutional ...

FinCap launches private markets review for advisers

VINNY VUCAGO  |  MONDAY, 24 AUG 2026
... financial advisers. The move comes as it expands an education program aimed at helping allocations and respond to growing client demand. The review, led by FinCap head of portfolio and investment solutions Ben Davis, will provide advisers with an asset ...