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Showing 251 - 260 of 16719 results for "Client"

Findex expands in Adelaide with Wakeful acquisition

VINNY VUCAGO  |  TUESDAY, 4 AUG 2026
... provide integrated financial advice across Australia and New Zealand. Wakeful Partners, founded in 2010, services around 1500 client entities spanning individuals, families and small- to mid-sized businesses. Its directors, Simon Warner and Toby Oakley ...

Advice complaints see biggest increase in FY26: AFCA

MATTHEW WAI  |  TUESDAY, 4 AUG 2026
... primarily driven by the Shield Master Fund and First Guardian collapses, while complaints alleging the failure to act in the client's best interest remained the top issue with a 65% increase on last year, up to 2083. AFCA previously highlighted financial ...

Apostle names new head of distribution

MATTHEW WAI  |  TUESDAY, 4 AUG 2026
... Walker has joined the firm as investor relations manager, bringing more than 20 years' experience managing institutional client relationships across global and Australian asset managers. She has held senior roles with T. Rowe Price, Yarra Capital ...

HSBC Australia sells $36b retail loan book to Blackstone

RIDDHIMA TALWANI  |  FRIDAY, 31 JUL 2026
HSBC Australia will sell its portfolio of local home loans and personal loans valued at $36 billion to Blackstone. The sale is expected to complete in the first half of 2027, subject to regulatory approval. The remainder of HSBC Australia's retail ...

Nesta pulls $247m mandate from Northern Trust over climate stance

VINNY VUCAGO  |  FRIDAY, 31 JUL 2026
UK research and innovation foundation Nesta Trust has transferred £120 million ($247 million) of assets from Northern Trust Asset Management to Amundi after the US manager withdrew from major global climate initiatives, highlighting the growing commercial ...

Acclime acquires Melbourne's Polar 993

MATTHEW WAI  |  FRIDAY, 31 JUL 2026
... capabilities in Australia and beyond," Silva said. "Polar 993 not only brings us a great Australian platform and a high-quality client base, but a proven operating system capable of underpinning the technology layer of our global fund services business." ...

Platforms are not solution providers: AZ NGA

MATTHEW WAI  |  FRIDAY, 31 JUL 2026
... that many may think platforms are using their clients' data in "nefarious" ways, which is false. "It's not about client ownership; it's about the repositioning where platforms have come from a product perspective," Heine said. "The reality ...

Insignia divests Antares Capital, Fairview stake to Janus Henderson

KARREN VERGARA  |  FRIDAY, 31 JUL 2026
... deepens the company's commitment to Australia and expands its local investment capability, with a predominantly institutional client base, spanning both Insignia mandates and third-party institutional clients while also including a range of established ...

Local advice sector an attractive opportunity for global PE firms

MATTHEW WAI  |  THURSDAY, 30 JUL 2026
... private equity, and that's just the basics." He alluded to CoreData's latest findings, where technology can bring the client-per-adviser average to 155, compared to those that were not adopting them (131), and said the leveraging of innovation ...

State Street launches first active ETFs in Australia

RIDDHIMA TALWANI  |  THURSDAY, 30 JUL 2026
... represents an important milestone for State Street Investment Management in Australia," State Street head of intermediary client coverage in Asia Pacific Meaghan Victor said. "We pioneered the ETF industry here 25 years ago, democratising investing and ...