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Showing 21 - 30 of 14709 results for "Client"

BT Panorama launches first-of-its-kind private market managed account

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
... investments in their portfolios, which are mostly made up of traditional asset classes. "Drummond's new product caters to that client demand, while also giving advisers the benefits that come from utilising a managed account structure," he said. Drummond ...

AFCA to expel Dixon Advisory

KARREN VERGARA  |  THURSDAY, 30 MAY 2024
The Australian Financial Complaints Authority (AFCA) is set to kick out Dixon Advisory & Superannuation Services (DASS) as a member over the next few weeks. AFCA announced on May 28 that the administrator of DASS has 21 days to reply to the proposal. ...

VFMC hires client portfolio design head

KARREN VERGARA  |  WEDNESDAY, 29 MAY 2024
Victoria Funds Management Corporation (VFMC) named a new head of client portfolio design who joined this week. Julie O'Neill joined VFMC on May 27, hailing from the Insurance Commission of Western Australia, a government agency that provides injury ...

Schroders announces structural, leadership changes

ELIZA BAVIN  |  WEDNESDAY, 29 MAY 2024
... would close. At the time FSI global head of investment management David Allen said while the teams had delivered strong client outcomes over a long period of time, they were unable to achieve the long-term growth that met its ambitions. Allen pointed ...

Market pessimism over Insignia 'overblown'

ELIZA BAVIN  |  WEDNESDAY, 29 MAY 2024
... Ler said a turnaround is already underway and industrywide flow improvements should enhance Insignia's ability to grow client assets and see outflows decrease. "The proportion of funds in newer platforms with better features and lower fees is growing. ...

Former Queensland adviser struck off permanently

ANDREW MCKEAN  |  WEDNESDAY, 29 MAY 2024
Former Sunshine Coast financial adviser Brett Gordon has been permanently banned from providing financial services and engaging in credit activities following his conviction for fraud offences last month. This prohibition extends to any role within ...

Brookfield Oaktree to further democratise alternatives in Australia

ANDREW MCKEAN  |  TUESDAY, 28 MAY 2024
... making that available in a friendlier structure. "We see the wealth business as an opportunity to diversify our overall client base," he said. "Today, we're 90-95% institutional, and we see this [wealth] as the next wave of capital."

abrdn global chief executive steps down

KARREN VERGARA  |  MONDAY, 27 MAY 2024
The global chief executive of abrdn will step down at the end of June after four years in the top job. Stephen Bird and the board of abrdn "have together agreed that it is the right time for Stephen to hand over the reins to the team" effective June ...

T. Rowe Price hires to strengthen adviser relationships

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
T. Rowe Price has announced the appointment of Camilla Banasiak as relationship manager to grow its financial adviser client base in New South Wales. In the role, Banasiak will be a key member of the firm's Australian intermediary team to identify suitable ...

KKR forms exclusive partnership with Capital Group

ANDREW MCKEAN  |  MONDAY, 27 MAY 2024
... said that individuals should have access to alternative investments and praised Capital Group's investment capabilities, client relationships, and sales and distributions network. They also mentioned plans to expand the partnership into additional asset ...