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Showing 311 - 320 of 16719 results for "Client"

ASIC cancels Trive Financial's AFSL as review into CFDs continues

VINNY VUCAGO  |  FRIDAY, 10 JUL 2026
... market determinations, improved customer onboarding processes, enhanced reporting compliance and better monitoring of retail client trading outcomes. Trive held an AFSL since July 2012. The company previously operated as ILQ Australia before changing ...

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI  |  FRIDAY, 10 JUL 2026
... operating systems, the firm said. Perryman has 25 years of experience across investment operations and outsourcing and client service, joining the firm after a seven-year stint at Vanguard in senior capacities, including head of service partnerships ...

Zenith snags mandate from Granite Bay

MATTHEW WAI  |  FRIDAY, 10 JUL 2026
... high-net-worth individuals, enterprises and multi-generational families," Granite Bay said. "Known for his disciplined, client-first approach, Axel combines strong market insight with tailored, practical advice to support clients across long-term wealth ...

FAAA urges insolvency crackdown to curb soaring CSLR costs

VINNY VUCAGO  |  THURSDAY, 9 JUL 2026
... have caused detriment to others," Anderson said. Anderson argued some businesses have been able to transfer advisers and client books to related entities before entering liquidation, leaving outstanding complaints to be funded by the CSLR. "It is now ...

ISS STOXX acquires Scientific Beta

RIDDHIMA TALWANI  |  THURSDAY, 9 JUL 2026
ISS STOXX has acquired Scientific Beta from Singapore Exchange (SGX) in a bid to expand its presence within the asset owner segment and deepen engagement with large institutional investors. Scientific Beta was established in 2012 by the EDHEC-Risk Institute ...

Nominations open for the 2026 Power50

STAFF WRITER  |  THURSDAY, 9 JUL 2026
Nominations for the 2026 Financial Standard Power50 are now open as we recognise the country's most influential advisers who continue to raise the standards for the profession and provide outstanding service to clients and the wider community. This ...

Focus Partners Australia appoints head of wealth advisory

RIDDHIMA TALWANI  |  THURSDAY, 9 JUL 2026
... single, coordinated experience. Lane will lead Focus Partners' wealth advisory business, overseeing advisers, paraplanners, client service and operations teams. He will also focus on expanding the wealth advisory capability by strengthening referral ...

SS&C to accept digital cash for tokenised investments

MATTHEW WAI  |  THURSDAY, 9 JUL 2026
SS&C Technologies Holdings is planning to adopt digital cash such as stablecoins and tokenised commercial bank deposits during the transactions of tokenised investments. The planned capabilities are designed to support future atomic settlement, SS&C ...

Advice veteran's exit creates $1bn Tassie wealth group

KARREN VERGARA  |  WEDNESDAY, 8 JUL 2026
... based in North-West Tasmania, in a deal that brings together two longstanding local practices with aligned philosophies and client-first values. The merged business will oversee about $1 billion in funds under advice, operate from three Tasmanian offices ...

Singaporean VC snags Natixis head of distribution

MATTHEW WAI  |  WEDNESDAY, 8 JUL 2026
... Investment Manager head of wholesale distribution has joined a Singaporean venture capital firm to lead its distribution and client relationship management across the Tasman Sea. After closing a four-year chapter at Natixis, Jason Guthrie has joined ...