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Showing 531 - 540 of 16719 results for "Client"

AQR picks SG Hiscock & Company as distribution partner

KARREN VERGARA  |  TUESDAY, 7 APR 2026
... applying empirical research to investing in order to better understand what drives markets, which can then be applied to client portfolios," Cochran said.

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
... (pictured) said the combination reflects a natural alignment between the two teams, with similar values, advice philosophies and client relationships at the core of each business. "This is about bringing together two businesses that already think in ...

Former Macquarie Private Bank adviser joins Aura Group

MICHELLE BALTAZAR  |  THURSDAY, 2 APR 2026
A specialist in private wealth advice for Australian expats joins a $1bn-plus private wealth manager. Aura Group names Jamie Burgmann as director within its wealth management division, supporting high-net-worth individuals and families with complex ...

Orbis appoints ex-Antipodes Partners investment director

MICHELLE BALTAZAR  |  THURSDAY, 2 APR 2026
... into practical insights advisers can use with clients when discussing markets, exposures and the role Orbis can play in client portfolios. The understanding of this differentiated role is exactly what we're focused on building in Australia," said ...

AZ NGA plots regional NSW advice hub via new partnership

MATTHEW WAI  |  THURSDAY, 2 APR 2026
AZ NGA is expanding its footprint in regional New South Wales, partnering with integrated financial planning, accounting and mortgage broking business Back to Back Financial Planners in Young, NSW. It is the first major move following the appointment ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... to achieve? And that might be different for mum and dad; if there's blended families, that level of detail with the client and understanding what they're trying to achieve is the first step," he says. The taboo So, while families seem more broken ...

AGP, Muzinich & Co. debut private credit ETF

KARREN VERGARA  |  WEDNESDAY, 1 APR 2026
Muzinich & Co. and AGP Investment Management debuted an actively managed private credit ETF on the ASX today. The Muzinich BDC Income Fund - Active ETF (BDCI) offers exposure to US-listed business development companies (BDCs) operating in the middle-market ...

Count expands national advice footprint with $72m takeover

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
Count Financial is set to acquire a financial advice, investments and accounting business with 14 locations across the east coast of Australia. The acquisition of Oracle Advisory Group will strengthen Count's platform for future growth, enhancing its ...

Capstone launches back office service for self-licensed advisers

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
Capstone Financial Planning is launching a new business, focused on supporting self-licensed businesses to run and manage their own Australian financial services licence (AFSL). CapBack Licensee Solutions provides full support to self-licensed advisers ...

Fiducian to pay $7.3m greenwashing fine

KARREN VERGARA  |  TUESDAY, 31 MAR 2026
... position in relation to the DSAF of the matters. DSAF, which was available between 2015 and 2024, was established to meet client demand for a "socially responsible" and "ethical" investment option. DSAF ceased to operate in May 2024 due to a lack of ...