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Showing 521 - 530 of 16719 results for "Client"

Five promoted at Frontier Advisors

JAMIE WILLIAMSON  |  THURSDAY, 9 APR 2026
... of America Merrill Lynch, Bloomberg, and J.P. Morgan. In her new role, Verouse will continue to expand her research and client engagement, including working more closely with the Sydney based investment team, Frontier said. Anthony Luxford and Dan Manser ...

Former Venture Egg adviser permanently banned

JAMIE WILLIAMSON  |  THURSDAY, 9 APR 2026
... Statements of Advice (SOAs) in his name and was actively involved in the dodgy referral processes that led to significant client losses due to the Shield and First Guardian collapses is now banned. Aristotle Papapavlou is permanently banned from any ...

Macquarie-backed IDA sets up $150m credit warehouse

RIDDHIMA TALWANI  |  THURSDAY, 9 APR 2026
IDA, a specialist real estate private credit and investment manager backed by Macquarie Asset Management, has established a $150 million senior credit warehouse to support investments. UBS has provided the senior financing to the facility. IDA is backed ...

Charter Hall secures $1.2bn mandate

ELIZA BAVIN  |  THURSDAY, 9 APR 2026
Charter Hall has secured a $1.2 billion diversified property mandate with an existing institutional client. "Charter Hall is pleased to be appointed to manage this $1.2 billion diversified direct property mandate," Charter Hall chief executive David ...

FEATURE: Global equities | Triaging tech's second act

RIDDHIMA TALWANI  |  WEDNESDAY, 8 APR 2026
... Nvidia and AMD, as they guide toward a 50% compound annual growth rate for their AI semiconductors." However, GQG Partners client portfolio manager David Jenkins says even though some existing businesses may be long-term AI winners, the fund manager ...

VFMC names head of portfolio strategy

RIDDHIMA TALWANI  |  WEDNESDAY, 8 APR 2026
Victorian Funds Management Corporation (VFMC) has appointed KC Low as its head of portfolio strategy and asset allocation on a permanent basis. KC took over the role for an interim term in July last year following the departure of VFMC's head of ...

ASIC bans another MWL adviser

RIDDHIMA TALWANI  |  WEDNESDAY, 8 APR 2026
ASIC has banned another MWL financial adviser David Lofthouse for three years for advising clients to invest at least 75% of their superannuation savings into the High Growth or Growth class of the Shield Master Fund. ASIC said Lofthouse gave six clients ...

Coinbase receives AFSL, plans product expansion

MATTHEW WAI  |  WEDNESDAY, 8 APR 2026
Coinbase Australia, a subsidiary of Coinbase Global, has been granted an Australian financial services licence (AFSL), as the crypto exchange looks to expand into traditional financial products leveraging digital asset infrastructure. Shortly after ...

Treasury proposes lead generator, super switching reforms

KARREN VERGARA  |  WEDNESDAY, 8 APR 2026
... financial advice or product issuers/seller whose actions could reasonably influence advice that is ultimately given to a retail client. "This option seeks to explicitly capture lead generators in the conflicted remuneration framework, alongside the other ...

Viridian targets double-digit growth

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2026
... is actually enabling our advisers more effectively from a tech perspective, or simplifying processes to try to make the client experience not as complex as what it is today." He said it's also important for the advice industry to shift mindset and ...