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Showing 451 - 460 of 16365 results for "Client"

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
... compelling strategic opportunity, being located in high-growth corridors. "Sydney Financial Planning has a loyal engaged client base, a strong brand and reputation, and a robust, client-centric advice model that has been developed and refined for over ...

Tyndall Asset Management calls time

KARREN VERGARA  |  TUESDAY, 2 DEC 2025
Tyndall Asset Management confirmed it will close its doors early next year following a mandate loss, saying the decision "reflects current dynamics in Australian large cap value equities" and its market position. Australian equities specialist Tyndall ...

Fidelity launches research-driven global equities fund

RIDDHIMA TALWANI  |  TUESDAY, 2 DEC 2025
Fidelity International has launched a research-driven equities strategy, the Fidelity Research Global Equities Fund, giving investors access to its analysts' best stock picks. The fund is a repurposing of the Fidelity Global Demographics Fund, with ...

Royal London AM launches four new funds locally

ELIZA BAVIN  |  TUESDAY, 2 DEC 2025
Royal London Asset Management has announced the launch of four new funds for Australian investors, with Equity Trustees as responsible entity. Royal London Asset Management manages $378 billion for clients in the UK and select international locations ...

More than 2000 advisers at risk as deadline looms

JAMIE WILLIAMSON  |  MONDAY, 1 DEC 2025
Just one month out from the qualification deadline, some 2326 financial advisers are still yet to meet the standard, says ASIC. As at November 20, there were 15,469 relevant providers listed on the Financial Advisers Register. Of these, 7959 hold an ...

Advisers acquired 300k new clients in 2025: Report

KARREN VERGARA  |  MONDAY, 1 DEC 2025
... years, an Investment Trends report shows. The 2025 Financial Advice Report found that after several years of decline in client acquisition, the trend has finally shifted The latest figures are not as high as 2022's figure of 500,000 new clients acquired. ...

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI  |  MONDAY, 1 DEC 2025
... Young founders Alan Young and David Baker will remain in active advisory roles, as Capital Haus will also move its existing client to the 'Baker Young, a Capital Haus company' brand in the coming months. Under the agreement, Baker Young will be equipped ...

Financially savvy Australians can add $1.2tn to wealth: Research

RIDDHIMA TALWANI  |  FRIDAY, 28 NOV 2025
... clients where they are. At the same time, offering financial education, simplified products, and coaching programs can build client confidence and unlock new revenue streams."

FEATURE | Agriculture: Golden soil

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
... has the highest land values in Australia because it has the highest rainfall. Tierney notes that unlike a typical advised-client, agri-clients weather the unpredictability in income and revenue given they are price takers and not price makers. "Like ...

Top Koda Capital exec exits

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
... senior executives is set to leave the independent advice firm after three years. Koda Capital has confirmed that chief client officer and partner Cassandra Hinze is departing to pursue other opportunities. Hinze served on the firm's executive team ...