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Showing 211 - 220 of 16365 results for "Client"

Arthur J. Gallagher & Co. acquires Asset Partners Private Wealth

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... joined Asset Partners in 2012 as a principal. Asset Partners operates a fee-for-service model under a "two adviser per client policy to ensure all clients have access to quality specialised financial advice year-round regardless of holidays, illness ...

Ironbark brings businesses under one national banner

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
... the brands together under a single brand is part of its strategy to provide advice and investment solutions to a diverse client base and build on its position as a leading wealth management business. "We are excited about the role that Ironbark can play ...

Sequoia advances InterPrac takeover talks

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... relating to one of its representatives and advice provided regarding the Shield Master Fund. The determination related to a client who was a member of the Macquarie Superannuation Plan and lost most of his super after being advised by an InterPrac adviser ...

ETFs grow in popularity for SMSF investors

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
Exchange-traded funds (ETFs) are quickly becoming a dominant feature of self-managed super funds, with financial advisers increasingly turning to them for diversification. According to an analysis of SMSFs on the AUSIEX platform, about 44% of advised ...

AWAG appoints first head of advice

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
... Possability. AWAG said the appointment strengthens the group's "leadership and commitment to high-quality, compliant and client-focused advice as well as growth and strategic acquisitions in the financial planning, wealth management and accounting arenas." ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
... accredited financial advice subjects are ethics for professional advisers, financial advice regulatory and legal obligations, client and consumer behaviour, and financial advice fundamentals. The proposed list of financial concepts study includes aged ...

Index managed portfolios still most popular among advisers: North

RIDDHIMA TALWANI  |  MONDAY, 16 MAR 2026
AMP's bi-annual North Managed Portfolios Insights Report found that while private markets are seen as the next growth opportunity for sector innovation, index managed portfolios remain most popular among advisers on its platform. AMP head of portfolio ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... non-exclusive separately managed accounts (SMA) and managed discretionary accounts (MDA) solutions and continue to manage certain client portfolios directly where this structure is appropriate. It will support the transaction via vendor finance and has ...

Bain Capital to acquire Perpetual's wealth management unit

KARREN VERGARA  |  MONDAY, 16 MAR 2026
Following months of due diligence, Bain Capital will acquire Perpetual's wealth management business for $550 million. The two parties entered the binding agreement that will see Perpetual license its Perpetual Wealth and Perpetual Private brands ...

Janus Henderson says Victory deal could leave it 'gravely damaged'

RIDDHIMA TALWANI  |  FRIDAY, 13 MAR 2026
... could leave Janus Henderson "gravely damaged" and significantly diminish its business. It added it could suffer substantial client outflows and employee attrition given Victory's aggressive planned cost-cutting and clients' resulting expectations of ...