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Showing 361 - 370 of 16719 results for "Client"

Channel Capital and Fidante to merge

ELIZA BAVIN  |  THURSDAY, 18 JUN 2026
... services. Within the group, Channel Capital, Fidante and Continental Funds Group will continue to operate as distinct, client-facing businesses. Channel Capital said the model preserves the unique identities, investment philosophies and affiliate relationships ...

Capstone joins forces with PictureWealth to form $22bn FUA planning network

MICHELLE BALTAZAR  |  WEDNESDAY, 17 JUN 2026
... advice to more Australians." "It also creates succession and integration pathways that can help retain advice capacity and client relationships within the profession. Following the announcement, PictureWealth Group climbs up the ranks to become one of ...

U Ethical appoints distribution lead

VINNY VUCAGO  |  WEDNESDAY, 17 JUN 2026
... its next phase of growth. James joins U Ethical's leadership team with responsibilities for distribution, marketing and client services, brining nearly 25 years of experience across the funds management sector. His previous roles include board director ...

IFM lifts stake in Atlas Arteria to 40% after upping offer price

RIDDHIMA TALWANI  |  TUESDAY, 16 JUN 2026
IFM Investors has raised its stake in Atlas Arteria from 34.5% to 38.3% in an on-market stock purchase, just a day after it raised its offer price for the toll road operator to $5.10 per security. This takes IFM's total share in Atlas Arteria to 39.6% ...

Zenith bolsters research, investment capabilities with new hires

MATTHEW WAI  |  TUESDAY, 16 JUN 2026
... investment firms," Yap said. "His experience demonstrates exactly the kind of rigorous, performance-focused approach our growing client base expects. We're looking forward to the expanded capacity his appointment will bring to the team." Meanwhile, Cave ...

Former fund manager admits to obstructing SEC probe

KARREN VERGARA  |  TUESDAY, 16 JUN 2026
... gains of about US$600 million to preferred strategies, while assigning roughly the same amount in first-day losses to other client accounts, despite owing a fiduciary duty to all investors. Leech's conduct affected both institutional and retail clients ...

ASIC secures record $300m penalty over 'egregious' CFD misconduct

VINNY VUCAGO  |  MONDAY, 15 JUN 2026
... highly risky CFD products," she said. The court previously found EuropeFX and TradeFred derived most of their revenue from client losses, incentivised account managers to encourage larger deposits, made misleading representations about potential profits ...

ACCC approves Magellan, Barrenjoey merger

KARREN VERGARA  |  MONDAY, 15 JUN 2026
... Magellan has "built a recognised investment management franchise, supported by deep investment expertise and longstanding client relationships." Magellan's board will put into motion a group rebrand following the merger, with shareholders to approve ...

Product showcase: Reframing financial advice

THE FINANCIAL STANDARD TEAM  |  MONDAY, 15 JUN 2026
... range for many long-term investors. This tax optimisation amplifies the compounding effect of wealth over time. Reducing client conflict Once a client is ready to transfer assets, intergenerational conflict becomes a real risk. "We're seeing a lot ...

Industry leaders and rising stars named at MAX Awards

STAFF WRITER  |  FRIDAY, 12 JUN 2026
... Kristensen from Janus Henderson. Kristensen joined Janus Henderson in 2019 and is currently associate director, intermediary client group and was also recently appointed as a director to the Janus Henderson Foundation board. Leader of the Year in communications ...