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Showing 541 - 550 of 16719 results for "Client"

TPB consults on AI usage rules

KARREN VERGARA  |  TUESDAY, 31 MAR 2026
... professional judgement when advising clients and should not rely on AI output as a substitute for their own analysis of a client's circumstances. Another obligation is keeping client information confidential. "In particular, tax practitioners should ...

Another former Venture Egg adviser slapped with four-year ban

MATTHEW WAI  |  TUESDAY, 31 MAR 2026
A Victorian financial adviser, who was supervised by Ferras Merhi of United Financial Advice and Ferras Merhi Pty Ltd (Venture Egg), has been banned for four years over inappropriate advice and deceptive conduct, including impersonating other advisers. ...

T. Rowe Price Australia country head exits

ELIZABETH FRY  |  MONDAY, 30 MAR 2026
T. Rowe Price Australia is bracing for further leadership change, with its country head confirmed to depart in July following the exit of its head of intermediary. Darren Hall, who served as head of distribution for Australia and New Zealand, will leave ...

Binance Australia to pay $10m over deliberate customer misclassifications

MATTHEW WAI  |  MONDAY, 30 MAR 2026
... investors in the period. The misconduct resulted in more than $12 million in losses and fees, including $8.66 million in client trading losses and $3.89 million in paid fees. The platform allowed clients seeking to be verified as sophisticated investors ...

Akambo ventures into asset consulting, makes first hire

MATTHEW WAI  |  MONDAY, 30 MAR 2026
... institutional-quality portfolio capability while maintaining flexibility in how portfolios are implemented across platforms and client segments, it said. Vertex forms part of a broader investment ecosystem, combining independent asset consulting with ...

Clancy reshapes Rest Super investment team

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... Rest's internal asset allocation capability, investment strategy, and whole-of-fund approach. Before Rest, he was head of client portfolio solutions at BlackRock Australia, and prior to that, head of strategy and asset allocation at QBE. He also ...

Channel Capital adds distribution director

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
Channel Capital has added a distribution director, strengthening its team at a time of growing demand for alternatives education and adviser support in the wealth sector. In his new role, Keenan Bunning will support advisers across the market, helping ...

Magellan strengthens ranks with twin hires

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
Magellan Financial Group is bolstering its senior ranks, bringing in new heads of product and operations as the Sydney-based asset manager pushes ahead with plans to strengthen its next phase of growth. Jonathan Gad joins as head of product, tasked ...

Perpetual multi asset leads exits

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... all asset classes, including private and public markets. In essence, she looked after the investment solutions used in client portfolios. This included multi-asset and single-asset funds run by multiple managers, as well as implemented portfolios and ...

Adviser reprimanded over clients' loss of cover

JAMIE WILLIAMSON  |  THURSDAY, 26 MAR 2026
The Financial Services and Credit Panel (FSCP) issued a reprimand to a financial adviser who recommended a client roll their super over to another product, costing them their insurance coverage. The financial adviser was reprimanded this month, after ...