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Showing 461 - 470 of 16368 results for "Client"

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 ...

DASH reshapes leadership team

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
... will lead the operational functions across DASH's platform and software divisions, including investment operations, client service and implementation. His background spans financial advice, distribution and strategic partnerships, positioning him ...

Principal rejoins Mercer team

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
Mercer has recruited a former employee as a principal and senior actuarial consultant. In her new role, Christine Lu will focus on life insurance consulting as well as on defined benefit and defined contribution superannuation. Lu has 14 years of experience ...

Rainmaker's John Dyall to retire

STAFF WRITERS  |  THURSDAY, 27 NOV 2025
Rainmaker Information's long-serving head of investment research John Dyall will retire at year-end, closing out a career that has left a deep imprint on the Australian investment and advice sectors. Dyall joined Rainmaker in 2015, bringing more ...

New funds distribution firm launches

ANGELIQUE MINAS  |  THURSDAY, 27 NOV 2025
... managing director Glen Holding said: "After working with Angus for the past decade, we know he leads with a thoughtful, client-first approach. With the experience he and his team bring to Continental, we see real potential to offer investors new opportunities ...

New private credit provider lands down under

MATTHEW WAI  |  THURSDAY, 27 NOV 2025
A Guernsey-based short-term, high-value finance provider has entered the Australian market as part of its broader Asia Pacific expansion strategy, relocating one of its executives to Melbourne to chart the course. Tenn Capital has marked its official ...

Tech bubble top of mind for super funds in 2026: Report

KARREN VERGARA  |  WEDNESDAY, 26 NOV 2025
Superannuation funds are more worried about the technology bubble than geopolitical risks for the first time in five years, a new institutional investor survey reveals. The 2026 Institutional Investor Outlook published by Natixis IM and CoreData found ...

Federation AM strengthens ESG oversight with fresh leadership

RIDDHIMA TALWANI  |  WEDNESDAY, 26 NOV 2025
... products offered by managers like us. These products provide a level of liquidity that appeals to a specific segment of client portfolios."