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Showing 281 - 290 of 16719 results for "Client"

Crole exits Sequoia effective immediately

KARREN VERGARA  |  WEDNESDAY, 22 JUL 2026
... Australian Financial Complaints Authority (AFCA), believing it has not been treated fairly. It is also targeting a former client and victim of First Guardian based on an AFCA determination it contests. Crole attempted to divest InterPrac for $50,000 ...

Praemium reaches $78bn in FUA with HNW focus

MATTHEW WAI  |  WEDNESDAY, 22 JUL 2026
... Stanley Wealth Management and JBWere... The agreements provide a stable foundation for future growth while supporting ongoing client engagement across broader Praemium solutions." Throughout FY26, 330 new investment options were also added to the Spectrum ...

FEATURE | Platforms | The investment supermarket

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
... chair and adviser Charlie Viola says ultimately, platforms can't be blamed if an adviser makes a bad decision for a client and platforms are there only as an administration and integration layer. "It's important that if you're going to have ...

KPMG finds new chief executive

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
The embattled consulting firm has named a new chief executive, choosing to promote from within after former chief executive Andrew Yates stepped down in June in the wake of the whistleblower scandal. KPMG named chief financial officer John Sams as its ...

HSBC appoints structured finance chief

VINNY VUCAGO  |  TUESDAY, 21 JUL 2026
... finance experience to the role, having most recently worked at Deutsche Bank. HSBC said her appointment reflects increasing client demand for sophisticated funding and capital markets solutions across the region. The hire follows a series of investments ...

HUB24 FUA soars over $164bn

MATTHEW WAI  |  TUESDAY, 21 JUL 2026
... 2026," HUB24 added. "HUB24 continues to invest to deliver innovative solutions that enable advisers to support a range of client needs, which is expanding our reach and supporting increased net inflows." The period also saw the platform launching a new ...

New alternative investment firm lands in Sydney

MATTHEW WAI  |  MONDAY, 20 JUL 2026
A pair of Remara directors, along with an iPartners private credit specialist, have joined forces to launch a new alternative investment firm, targeting an underserved segment across the private credit market. Timothy Wilson, Blake Velkovski and Haim ...

New 'high-risk' derivatives on the rise

MATTHEW WAI  |  MONDAY, 20 JUL 2026
An innovative financial product, known as perpetual futures contract (perps), are currently under the scope of the market regulator, spreading concerns that the "speculative" product may be unlawfully distributed towards retail investors. According ...

Count rebrands Oracle to Count Wealth

RIDDHIMA TALWANI  |  MONDAY, 20 JUL 2026
... the firm is delighted to announce Count Wealth as the fresh, new retail brand to replace Oracle Group. "This compelling, client-centered proposition leverages 46 years of trusted Count history and provides a consistent national platform to reach more ...

FSCP bans adviser over client advice failures

VINNY VUCAGO  |  MONDAY, 20 JUL 2026
The Financial Services Credit Panel (FSCP) has cancelled the registration of financial adviser Peter Morrison-Dowd and banned him from providing personal advice to retail clients until at least September 2027 after finding multiple breaches of his legal ...