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Showing 431 - 440 of 16719 results for "Client"

Plato launches global shares ETF

MATTHEW WAI  |  MONDAY, 18 MAY 2026
Plato Investment Management is broadening access to its Plato Global Shares Income Fund with the launch of an active ETF version on the ASX, marking its third investment solution on the exchange. The Plato Global Shares Income Fund - Active ETF (ASX ...

InterPrac targets First Guardian victim, disputes AFCA ruling

KARREN VERGARA  |  FRIDAY, 15 MAY 2026
InterPrac Financial Planning is taking action against a former client and victim of the First Guardian Master Fund collapse for an Australian Financial Complaints Authority (AFCA) determination it is vehemently contesting. The new proceeding comes off ...

WAM offers global real assets exposure via new offering

MATTHEW WAI  |  FRIDAY, 15 MAY 2026
Wilson Asset Management (WAM) has launched a real assets fund, providing investors with exposure to assets, including natural capital like water, agriculture and timber. The Wilson Asset Management Real Assets Fund (WRAF) will partner with specialist ...

Channel Capital appoints distribution director

STAFF WRITER  |  THURSDAY, 14 MAY 2026
... on traditional and alternative strategies. He was also at Lonsec Investment Research as an investment analyst and in a client-facing role at Shadforth Financial Group (Insignia Financial) previously. "Xavier brings exactly the right attributes and mindset ...

Natixis appoints client services director

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
Natixis IM appoints a client services director as it continues to expand its local range of managed funds and active ETFs. Mai Platts joins the investment giant as director in client services, reporting to Barbara Whyte, head of client services and ...

Aequitas hires former Vanguard consultant

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
... Partners, a Melbourne-based asset consulting group for financial advisers. Founded in 2010, Aequitas manages over $8 billion in client funds and runs its own proprietary investment platforms, Aequilibrium and Altum. On announcing his appointment, the ...

FinCap increases investment oversight ahead of PM platform launch

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
... Wright co-founded Zenith Investment Partners and spent more than two decades as its chief executive. He is current head of client solutions at Pinnacle Investment Management. Financial Standard reported last year on Pinnacle Investment Management's ...

Iress names chief tech officer to lead AI transformation

RIDDHIMA TALWANI  |  THURSDAY, 14 MAY 2026
... for wealth providers. Iress will implement the changes, starting with Xplan, its software offering for advisers to manage client operations. "Iress has strong and enviable technology foundations and a clear strategy. Our focus now is on execution, modernising ...

Aware Super strengthens support for financial advisers

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
... webinars, Aware Super said. He will also provide technical support to financial advisers working with the fund across complex client scenarios. Smith brings more than 15 years' experience in financial services, providing strategic guidance and technical ...

TCorp awards $1bn mandate to UK insurer

ELIZA BAVIN  |  WEDNESDAY, 13 MAY 2026
... said. "Reinsurance exposure represents an important part of the TCorp portfolio, providing returns consistent with TCorp client objectives, while allowing it to diversify the risk of the investment portfolio." Hiscox Capital Partners is a division of ...