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Showing 11 - 20 of 16719 results for "Client"

Yarra Capital acquired by Canadian asset manager

RIDDHIMA TALWANI  |  TUESDAY, 10 NOV 2026
Canadian asset manager RBC Global Asset Management (RBC GAM) has acquired Australian active fund manager Yarra Capital Management, which specialises in fixed income, equities and alternatives. RBC GAM is the public investment management division of ...

ASIC issues serious and final warning on lead generation

VINNY VUCAGO  |  MONDAY, 9 NOV 2026
... financial services (AFS) licensees found some lead generators had undertaken activities beyond marketing, including gathering client information, assessing risk profiles and discussing recommendations, tasks requiring appropriate authorisation and qualifications. ...

ASIC consults on foreign financial services provider changes

KARREN VERGARA  |  MONDAY, 9 NOV 2026
ASIC is consulting on changes to the foreign financial services provider (FFSP) regime, which takes effect on 8 April 2027. The extension of existing transitional relief for FFSPs by six months until 1 October 2027, and the provision of conditional ...

Drummond hires from Ascalon, HUB24

MATTHEW WAI  |  MONDAY, 9 NOV 2026
... Drummond's investment team to develop and support investment solutions aligned with each firm's objectives and client needs. Boyle joined from Ascalon Capital, where he was partner, consulting, working with independent financial advisers to build ...

Wikramanayake exits Macquarie, APRA slams 'serious' governance failure

KARREN VERGARA  |  FRIDAY, 6 NOV 2026
APRA has slammed Macquarie Group's leadership on the day chief executive Shemara Wikramanayake officially bows out for "a serious failure" in complying with another capital requirement. Wikramanayake leaves the group souring the prudential regulator ...

Many advised Aussies feel financially worse off: Report

MATTHEW WAI  |  FRIDAY, 6 NOV 2026
A new report reflects that despite being advised, almost four in 10 Australians (37%) found themselves in a worse financial position than a year before. According to Investment Trends' 2026 Financial Advice Consumer Report, which surveyed some 6571 ...

Instos lower active risk to 'eke out more alpha': Acadian

RIDDHIMA TALWANI  |  THURSDAY, 5 NOV 2026
... internal investment teams of the super funds. The fund manager recently appointed Matthew McLenaghan to expand institutional client relationships across Australia and New Zealand by working closely with Acadian's distribution, client service and ...

MUFG expands InvestStream partnership with minority stake

RIDDHIMA TALWANI  |  THURSDAY, 5 NOV 2026
MUFG Retirement Solutions has expanded its partnership with InvestStream by acquiring a minority interest in technology provider. Both first partnered in July this year, aiming to help superannuation funds expand members' access to personalised digital ...

Frontier Advisors awarded investment advice mandate

MATTHEW WAI  |  THURSDAY, 5 NOV 2026
... Investing (LDI) team that also provides similar services to other APRA regulated entities. Frontier Advisors director of client development and co-head of LDI and government Elie Saikaly said he was delighted with the appointment. "We look forward to ...

RQI Investors forays into ETFs

MATTHEW WAI  |  THURSDAY, 5 NOV 2026
... recognition from peers and major research houses," Francis said. "The launch of RQAV is the next step in meeting evolving client needs, making our Australian value capability available to a broader range of investors via an easily accessible ASX-listed ...