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Showing 491 - 500 of 16369 results for "Client"

Advice sector looks to offshore talent to bridge skills gap

KARREN VERGARA  |  THURSDAY, 20 NOV 2025
... team members who are on their investment committee. So, that whole thing that the offshore team member is just going to do client research or calls a review prep, it's moved a long way from them," she said. Abood assured job seekers in Australia ...

Why risk advice is on the verge of collapse: Experts

MATTHEW WAI  |  WEDNESDAY, 19 NOV 2025
... businesses. Anderson said he was concerned inadequate risk cover could lead to catastrophic outcomes, explaining that an advised client would question and argue why their advisers did not provide cover when an insurance event occurs. "I think over the ...

Scaling practices depends on AI: FAAA

KARREN VERGARA  |  WEDNESDAY, 19 NOV 2025
The financial advice industry cannot rely on hiring more advisers to scale practices, rather it needs to prioritise the adoption of new technology that will also help meet unprecedented demand for advice over the next five years, this year's Financial ...

FAAA launches digital client identification tool

KARREN VERGARA  |  WEDNESDAY, 19 NOV 2025
The Financial Advice Association Australia (FAAA) will launch a digital client identification tool to assist advisers identify and verify their clients for anti-money laundering and counter-terrorism financing (AML/CTF) purposes. FAAA SafeID, an end-to-end ...

HNW investors prioritise trust and human connection: Praemium

ANGELIQUE MINAS  |  WEDNESDAY, 19 NOV 2025
A recent study by Praemium and CoreData indicated trusted expertise and human connection are paramount concerns among high-net-worth (HNW) investors. Despite the rise of AI solutions and digital tools, the study indicated 36% of HNW investors rank trust ...

HUB24 takes stake in Finura Digital

ELIZA BAVIN  |  WEDNESDAY, 19 NOV 2025
... productivity by streamlining advice document creation, making the process simpler, more efficient and delivering better client experiences." To deliver efficiencies, myhub will integrate leading advice technologies including HUB24 Group capabilities ...

L1 Group aims for $35m in cost reductions post-merger

RIDDHIMA TALWANI  |  TUESDAY, 18 NOV 2025
... Platinum's investment capability, stabilise Platinum's funds under management, and leverage L1 Capital's distribution and client service capabilities," Russell said. L1 Group recently raised $286 million through an institutional placement which Russell ...

Japanese insurer acquires stake in Barings

JAMIE WILLIAMSON  |  TUESDAY, 18 NOV 2025
A Japanese insurance company is taking an 18% stake in Barings to support its long-term growth strategy. MS&AD Insurance Group Holdings, via subsidiary Mitsui Sumitomo Insurance Co., will acquire 18% of Barings from MassMutual. MassMutual will continue ...

Ten Cap launches first active ETF

RIDDHIMA TALWANI  |  TUESDAY, 18 NOV 2025
Ten Cap will launch its first active ETF on the ASX, to be available to investors from November 24. The ETF will be based on the firm's existing Alpha Plus Fund, a long-short equity only strategy in Australia. Ten Cap co-founder and lead portfolio manager ...

SQM vows to 'respectfully' defend ASIC case

MATTHEW WAI  |  TUESDAY, 18 NOV 2025
Almost a week after ASIC decided to take the research house to court over 'favourable' ratings of the Shield Master Fund, SQM Research has confirmed it will defend itself against the allegations. In a statement overnight, SQM Research managing director ...