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Showing 491 - 500 of 16719 results for "Client"

Prime Super awards mandate to boutique manager

ELIZA BAVIN  |  FRIDAY, 24 APR 2026
... bolstering its capabilities. The firm recently added ex-Ellerston chief investment officer Chris Hall to its advisory board and client relationship manager Jack Dooley. Merlon Capital co-founder and lead portfolio manager Neil Margolis said the mandate ...

Addressing modern slavery risks more critical than ever: RIAA

KARREN VERGARA  |  THURSDAY, 23 APR 2026
This year's Responsible Investment Association Australasia (RIAA) Conference will help financial services professionals address modern slavery risk in portfolios, particularly as new laws propose entities should identify and take reasonable action ...

ASIC bans another former MWL adviser

ELIZA BAVIN  |  THURSDAY, 23 APR 2026
ASIC has banned Sydney-based former financial adviser John Morgan from providing financial services, controlling an entity that carries on a financial services business or performing any function involved in the carrying on of a financial services business ...

APAC investments chief for Morningstar IM resigns

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... investment leaders, including Bianca Rose, Bryce Anderson and Michael Malseed, to ensure investment objectives, processes and client commitments remain firmly on track," Morningstar said. "The team will continue to operate as usual during this transition ...

Perpetual AUM falls by $8.3bn in March quarter

RIDDHIMA TALWANI  |  WEDNESDAY, 22 APR 2026
... outflows were predominantly in global and US strategies. "J O Hambro experienced outflows in global strategies, due to a client rebalancing its portfolio across managers and investment underperformance in its select strategies, while Barrow Hanley experienced ...

arcpoint OCIO wins three mandates

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... "What I value about arcpoint is the ability to work in genuine partnership. ek Private retains strategic advice and the client relationship, and arcpoint provides investment management capability - designing and stewarding portfolios to mandate, with ...

Treasury's proposal adds flexibility for new advisers: FAAA

MATTHEW WAI  |  WEDNESDAY, 22 APR 2026
... to ATO Portal Meanwhile, a submission as part of the Joint Associations Working Group (JAWG) reiterated the substantial client and business benefits in enabling financial adviser access to the ATO Portal. Both parties believe the ability to access client's ...

Advisers reprimanded over fee-for-no-service conduct

MATTHEW WAI  |  WEDNESDAY, 22 APR 2026
... determinations in the month of April, including a reprimand to a financial adviser who continued to collect fees from a client for over a year after the service agreement ended. The adviser was handed a reprimand for charging a client ongoing financial ...

HUB24 sees $4bn net inflows, advances HTFS takeover

ELIZA BAVIN  |  TUESDAY, 21 APR 2026
... year-on-year growth in retail net inflows, with institutional flows impacted by a one-off outflow from an institutional client in March," HUB24 said. During the quarter, 37 new licensee agreements were signed and the total number of advisers using the ...

Partners Wealth Group unveils new identity for Partners Private

MATTHEW WAI  |  TUESDAY, 21 APR 2026
... and private market expertise into one cohesive platform, designed to deliver institutional-quality opportunities within a client-first advice model. "As markets become more complex, private markets are playing an increasingly important role in portfolios ...