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| | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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. |
| | | | ... 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. ... |
| | | | ... 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 ... |
| | | | ... 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. |
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