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Showing 551 - 560 of 16719 results for "Client"

North adds private markets SMA for retail investors

MATTHEW WAI  |  THURSDAY, 26 MAR 2026
... Rogan said. "Bringing this onto platform with a lower minimum investment makes it far more practical to use in everyday client portfolios. "Manager selection is critical in private markets, where outcomes can vary widely. Our global scale and research ...

Victory Capital exits Janus Henderson acquisition bid

KARREN VERGARA  |  THURSDAY, 26 MAR 2026
Victory Capital has pulled out of the race to acquire Janus Henderson, saying it was "disappointed" with the process and engagement with the latter's special committee. This leaves on the table the bid made by Trian Fund Management and General Catalyst ...

U Ethical chief executive departs, successor named

MATTHEW WAI  |  WEDNESDAY, 25 MAR 2026
... opportunity now is to strengthen alignment across investment, product and distribution, and to scale that capability to a broader client base without diluting the integrity of the model. "This is about building on a strong platform. It includes enhancing ...

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA  |  TUESDAY, 24 MAR 2026
When Melinda Kee was sick with COVID-19, she took respite for one week. Kee saw it as an opportunity to tick off some personal administration she'd been meaning to get to, such as changing her pet and health insurance, and electricity and gas providers. ...

Fink doubles down on private markets ambitions

KARREN VERGARA  |  TUESDAY, 24 MAR 2026
... business has broadened across products and regions, spanning public and private markets mandates, technology and data, and client channels." "We're seeing excellent fundraising activity. We have an ambitious 2026 fundraising plan diversified across ...

Managed accounts increase confidence amid volatility: Research

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... with a financial adviser." Nearly three-quarters of advisers using managed accounts now position them at the center of client portfolios as a core solution rather than as satellite allocations. This has led to advisers directing 61% of new client flows ...

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA  |  MONDAY, 23 MAR 2026
... divestment decision." Sequoia has already slashed $4.7 million in intangible assets relating to InterPrac, writing down the client list following mass financial adviser resignations. InterPrac had 216 financial advisers in mid-March, dropping from about ...

S64, Ardian partner to launch new fund

ELIZA BAVIN  |  MONDAY, 23 MAR 2026
S64 and Ardian have partnered to launch the S64 Ardian Access Infrastructure Fund, an evergreen Australian unit trust. The collaboration will give Australia's wealth management industry access to Ardian's infrastructure strategies through the S64 platform. ...

FSC questions SMC's claim on younger members' super switches

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
The Financial Services Council (FSC) has questioned Super Members Council's (SMC) recent research which found a spike in younger members switching out of industry funds into self managed super funds (SMSF) and platform products. FSC data to the ...

You can't manage what you can't measure: Vanguard

ELIZA BAVIN  |  FRIDAY, 20 MAR 2026
Appearing at the 2026 AM Tech Day event in Sydney this week, Vanguard senior portfolio manager and APAC head trader James Chatfield spoke about the importance of quality data when making decisions at the trading desk. "You can't manage what you can't ...