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Showing 231 - 240 of 16365 results for "Client"

FNZ appoints leads for APAC, North America

KARREN VERGARA  |  WEDNESDAY, 11 MAR 2026
... to group head of Asia Pacific. He will retain the role of group head of markets. Hiom will be responsible for strategy, client delivery and growth across Asia Pacific, as well as lead the provision of technology and dealing services. Hiom joined FNZ ...

Interprac sues AFCA over Shield determination

JAMIE WILLIAMSON  |  TUESDAY, 10 MAR 2026
... one of its representatives and the advice they 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 ...

Infocus reinforces focus on adviser support, governance with new hire

MATTHEW WAI  |  TUESDAY, 10 MAR 2026
Infocus has named its head of professional standards, hiring from Count. Phil Creswell has joined the national advice group, where he will oversee adviser audits, quality advice coaching, business health checks and adviser support, helping to ensure ...

Brisbane financial adviser appears in court on dishonesty charges

RIDDHIMA TALWANI  |  TUESDAY, 10 MAR 2026
... ASIC alleges Prakash engaged in unlicensed financial services related to securities, executed unauthorised share trades on client accounts, falsified a fixed-term deposit certificate and misappropriated funds from both personal and self-managed superannuation ...

Former MWL Financial adviser banned for six years

ELIZA BAVIN  |  TUESDAY, 10 MAR 2026
ASIC has banned Melbourne-based financial adviser Raluca Terheci from providing financial services, controlling an entity that carries on a financial services business or performing any function involved in the carrying on of a financial services business ...

Top investment teams built on diverse views, transparency

KARREN VERGARA  |  MONDAY, 9 MAR 2026
Successful female fund managers thrive in investment teams that are built on diverse views, trust and transparency, which are equally important in the companies they invest in. Looking at the progress of gender parity in wealth management, top female ...

Product showcase: Follow the leaders

STAFF WRITER  |  MONDAY, 9 MAR 2026
... relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD) before making any recommendations to a client. The disclosure documents can be obtained from www.zillerfm.com.

Morgan Stanley sheds 2500 global roles

KARREN VERGARA  |  FRIDAY, 6 MAR 2026
... contributed to growth and momentum across the integrated firm," said Morgan Stanley chair and chief executive Ted Pick. "Total client assets in wealth and investment management grew to US$9.3 trillion, supported by over US$350 billion in net new assets. ...

Local custody industry surpasses $6tn milestone

JAMIE WILLIAMSON  |  FRIDAY, 6 MAR 2026
... small declines in their assets. "In the December half, total asset levels reported by ACSA grew, market consolidation and client transitions resulted in changes to individual custodians' reported assets under custody and administration, and offshore ...

Rest Super names successor to long-serving fixed income lead

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026
... February 2026. She joined from the Treasury Corporation of Victoria, where she worked for three years as manager of treasury client services. Prior to that, she served as a senior money market manager at ANZ from September 1997 to July 2002.