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Showing 331 - 340 of 16719 results for "Client"

WT Financial bets on scaling advice practices

RIDDHIMA TALWANI  |  THURSDAY, 2 JUL 2026
... TAG's scale, recurring revenue base, accounting and SMSF administration capability, and opportunity for cross-service client engagement. TAG is now expected to generate annualised revenue of approximately $9.4 million following the acquisition, before ...

Centrepoint completes $3m client book acquisition

VINNY VUCAGO  |  THURSDAY, 2 JUL 2026
Centrepoint Alliance has completed the acquisition of the client books and employed advisers from Cairns Wealth and Pinnacle Wealth further expanding its salaried financial advice business. The ASX-listed advice group confirmed final settlement of the ...

Former IFM Investors director leads global PE firm's foray into Australia

MATTHEW WAI  |  THURSDAY, 2 JUL 2026
... across institutional investor relationships across the Asia Pacific region, with a strong track record in capital raising, client retention and strategic leadership in infrastructure and private equity. He joins Antin from IFM Investors, where he was ...

Bell Potter launches private wealth platform

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... Selvarajah said the platform forms part of a major digital transformation for the business, which includes an uplift to its client portal and a mobile app launching at the end of the month. It also "positions Bell Potter for the intergenerational wealth ...

Tribunal shortens financial adviser's five-year ban

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... ASIC while he worked at MWL Financial Services over advice failures linked to recommendations of a managed fund to three client groups in 2023, while he was on probation at his new practice. The ban took effect on 28 November 2025. Henry was also banned ...

Treasury looks to reform regulation on consulting firms

RIDDHIMA TALWANI  |  WEDNESDAY, 1 JUL 2026
... accounting, consulting and auditing firms after the blowout from KPMG's whistleblower probe that found it used confidential client data in the pursuit of more tenders. The consulting paper considers multiple options to improve accountability from firms ...

Esencia seals third merger

VINNY VUCAGO  |  WEDNESDAY, 1 JUL 2026
... join Esencia Wealth, with Edwards taking on the role of partner and senior financial adviser and Warriner continuing in client operation. The broader merger also adds a team of 10 employees to the advice firm. Esencia Wealth chief executive Matthew Fenning ...

Euroz Hartleys sells capital markets arm to Canada's BMO

RIDDHIMA TALWANI  |  TUESDAY, 30 JUN 2026
... McKenzie said the deep connectivity between the two businesses has always been a major strength and point of difference in its client offerings. "We are confident that BMO is the best possible long-term partner for our capital markets business and will ...

Natixis names chief executive for Mirova

MATTHEW WAI  |  MONDAY, 29 JUN 2026
Natixis Investment Managers has promoted an executive from another affiliate to succeed the outgoing chief executive of Mirova, Philippe Zaouati, effective July 1. Current DNCA Finance portfolio manager and director of responsible investment Léa Dunand-Chatellet ...

Capital Group expands active ETF distribution with new hire

MATTHEW WAI  |  MONDAY, 29 JUN 2026
Capital Group has named its head of ETFs for Europe and Asia Pacific, who has joined from BlackRock. Based in London, Jamie Sinclair will be responsible for building and leading Capital Group's active ETF business across Europe and Asia Pacific ...