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Showing 511 - 520 of 16368 results for "Client"

Interprac sued over Shield, First Guardian failures

JAMIE WILLIAMSON  |  THURSDAY, 13 NOV 2025
... were seeing, ASIC said. It was not until July 2022 that Interprac introduced a "pre-vetting" process for every Venture Egg client being steered into the funds, however Venture Egg did not comply with the requirements and Interprac did not investigate ...

Global X to launch Japan TOPIX 100 ETF

MATTHEW WAI  |  WEDNESDAY, 12 NOV 2025
Global X is set to launch its first Japan ETF for local investors this month, but unlike other ETFs available right now, it will be the first to track the TOPIX - the Japanese equivalent of the ASX 200. Global X declined to comment on the launch but ...

Mercer Investments shutters four options

KARREN VERGARA  |  WEDNESDAY, 12 NOV 2025
Mercer Investments is culling four international equities options that sit within its Managed Portfolio Series Funds. Mercer's Blended Global Equities Hedged MPS Fund, Guardcap Global Equity MPS Fund, T. Rowe Price Global Focused Equity MPS Fund ...

HUB24, TAL to launch retirement income product

KARREN VERGARA  |  WEDNESDAY, 12 NOV 2025
HUB24 will launch a lifetime retirement solution in conjunction with TAL in the first half of 2026. HUB24 chief executive Andrew Alcock said the solution will address one of the most pressing concerns for Australians - the risk of outliving their retirement ...

MBS Insurance partners with Orbital Life

ANGELIQUE MINAS  |  WEDNESDAY, 12 NOV 2025
... growth. Under the deal, Orbital Life will leverage MBS's operational infrastructure, including its bespoke Salesforce client-database platform and business support team, spanning compliance, paraplanning and claims management. Orbital Life founder ...

Barings appoints new head of APAC

RIDDHIMA TALWANI  |  WEDNESDAY, 12 NOV 2025
... am committed to working closely with our talented teams across the region to continue expanding our business, deepening client relationships, and driving sustainable growth in APAC." Along with the transition, Eric Jan, formerly head of Hong Kong and ...

Perennial snaps up 50% of Balmoral, hands over microcap mandate

RIDDHIMA TALWANI  |  TUESDAY, 11 NOV 2025
Perennial Partners has acquired half of Balmoral Investors and chosen it to manage its Australian microcap strategy. Balmoral portfolio managers Wik Farwerck and Tim Canham will manage the combined funds of both asset managers, totaling more than $150 ...

Advice industry under strain amid crisis of inefficiencies: Elemnta

MATTHEW WAI  |  TUESDAY, 11 NOV 2025
Financial advisers are struggling with inefficiencies in data and implementations that are hindering advice accessibility, growth, and profitability. Early data from the Elemnta-Marshan Consulting 2025 Adviser Efficiency Analysis report highlights three ...

Evidentia acquires practice management firm

ANGELIQUE MINAS  |  TUESDAY, 11 NOV 2025
... head a new business consulting division under Evidentia's chief executive. The new department is designed to enhance client experience and deliver greater value to consumers. Zaglas will continue to lead Encore, supporting the brand and its intellectual ...

Ascalon Capital acquires Evergreen Consultants

ANGELIQUE MINAS  |  MONDAY, 10 NOV 2025
... wealth management market by leveraging Evergreen's independent research, disciplined portfolio construction and high-touch client models, Ascalon said. The acquisition will also ensure continuity and enhanced capability for clients at Evergreen. The ...