Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 271 - 280 of 16365 results for "Client"

Centrepoint Alliance, Count see strong earnings growth

MATTHEW WAI  |  TUESDAY, 24 FEB 2026
... during the half year, including four financial planning acquisitions. FUA increased to $40.2 billion (up 11%), driven by new client growth and net client inflows. Meantime, the firm's underlying NPAT attributable to shareholders was $7.2 million ...

VFMC names chief finance, risk officer

JAMIE WILLIAMSON  |  TUESDAY, 24 FEB 2026
A long serving Bennelong Funds Management executive is taking on the role. Jeff Phillips has been named as chief finance and risk officer at Victorian Funds Management Corporation (VFMC), stepping into the role next month. Phillips is currently chief ...

Blue Owl sells US$1.4bn assets to pension funds

KARREN VERGARA  |  MONDAY, 23 FEB 2026
Blue Owl has liquidated US$1.4 billion worth of assets from several private credit strategies and sold them to four unnamed major pension funds and insurance companies. The redemption includes US$600 million of direct lending investments from Blue Owl ...

LGT Wealth Management names head of family advisory

RIDDHIMA TALWANI  |  MONDAY, 23 FEB 2026
... high-net-worth clients. Prasad joins the wealth management firm from KPMG, where she was a partner in the family and private client business. She has over 18 years of experience in wealth structuring and governance, guiding families and not-for-profit ...

OneVue adviser exits dents Praemium's FUA

KARREN VERGARA  |  MONDAY, 23 FEB 2026
... growth was 7.9%. Portfolio services revenue marginally decreased from prior corresponding period (PCP) due to a managed client exit from the Scope service," Praemium said. Praemium chief executive Anthony Wamsteker commented: "With the OneVue transition ...

Mason Stevens appoints chief investment officer

ELIZA BAVIN  |  MONDAY, 23 FEB 2026
Mason Stevens has named Leanne Taylor as chief investment officer as it continues its push into the high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments. Mason Stevens said the appointment reinforces its commitment to delivering institutional-grade ...

Advisers prioritise robust planning, education in retirement planning

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
To ensure clients end up with a comfortable retirement, financial advisers prioritise providing a solid plan and boosting their superannuation literacy, a survey shows. Polling the audience at the 2026 SMSF Association National Conference in Adelaide ...

SMSFs need to stay ahead of the regulatory curve: Nowinfinity

MATTHEW WAI  |  FRIDAY, 20 FEB 2026
Nowinfinity general manager Kate Anderson said upcoming regulatory changes will have a significant impact on compliance for self-managed superannuation funds (SMSF) and advised professionals to stay alert. With Division 296, AML/CTF Tranche 2, and Payday ...

Aged care misinformation poses opportunity for advisers

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
... trying to help. "Anybody who's a dabbler can be doing more harm than good. You need to consider your business, your client base, and what you want to do if this is not where you want to be an expert," she said. If that is the case, Biti urged financial ...

Advisers at the forefront of elder financial abuse prevention

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
Often on the frontlines of dealing with an ageing client base, financial advisers have the obligation to identify, safeguard and respond to elder and financial abuse. This is according to Pitcher Partners client director of estate planning Anna Hacker ...