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Showing 521 - 530 of 16369 results for "Client"

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 ...

Bell Financial Group names inaugural investments chief

KARREN VERGARA  |  FRIDAY, 7 NOV 2025
Bell Financial Group (BFG) has appointed its first chief investment officer, picking someone who recently finished up at Clime Investment Management. Will Riggall is the new investments chief, having ended his tenure at Clime in June after more than ...

Macquarie half-year profit rises to $1.7bn

RIDDHIMA TALWANI  |  FRIDAY, 7 NOV 2025
Macquarie Group has a reported net profit of $1.7 billion in the first half of the financial year to September, up 3% on the same period last year. Assets under management rose by 5% from last year to $959.1 billion in September 2025. Macquarie Asset ...

ASIC cracks down on adviser CPD failures

ELIZA BAVIN  |  FRIDAY, 7 NOV 2025
... advisers must complete a minimum of 40 hours of CPD and must include minimum hours across technical competence (five hours); client care and practice (five hours); regulatory compliance and consumer protection (five hours); professionalism and ethics ...

Former Selfwealth chief lands new gig

MATTHEW WAI  |  FRIDAY, 7 NOV 2025
... Council and Evergen, a CSIRO joint venture. "I was attracted to joining Keyview because of its exceptional track record, client centric approach and passionate team. The excellent governance also positions Keyview for success," Keary said. "I am looking ...

L1 Capital appoints broker distribution lead

ELIZABETH FRY  |  THURSDAY, 6 NOV 2025
L1 Capital has promoted its investment specialist to head of broker distribution. Alejandro Espina will take on the newly created role aimed at supporting the continued growth of the business, now part of the L1 Group after the recent merger with Platinum ...

Top Regal Partners exec departs

ELIZABETH FRY  |  THURSDAY, 6 NOV 2025
... years of experience in financial markets. Fesq earlier spent five years at Pendal Group in several roles, including head of client experience and head of high-net-worth clients and family office. She began her career at Citigroup Global Markets Australia ...

Advisers favour non-traditional equity exposures: Fidante

ANGELIQUE MINAS  |  THURSDAY, 6 NOV 2025
... outperformance. Although, emerging markets have garnered a more risk-aware approach with only 23% of advisers planning to increase client allocations to this sector. Reedman credited this shift to a combination of broader market uncertainty and high ...

Majority of SMSF establishments based on bad advice: ASIC

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
... 62 failed to demonstrate compliance with the best interests duty. One quarter of these raised significant concerns about client detriment relating to recommendations to set up an SMSF. Only 38 files demonstrated compliance with the longstanding obligation ...

Metrics supports efforts to raise standards in private credit

RIDDHIMA TALWANI  |  THURSDAY, 6 NOV 2025
... Victor Rodriguez said. A VanEck survey in September 2025 of over 500 financial advisers found that 40% do not allocate client funds to private markets at all, and a further 27.4% only do so opportunistically. Liquidity constraints remained the primary ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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