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Showing 551 - 560 of 16369 results for "Client"

Crown Wealth director banned for two years

KARREN VERGARA  |  THURSDAY, 30 OCT 2025
... misguided approach that he could remain within his perceived operational responsibilities (which did not involve direct client contact or the provision of financial advice) rather than involve himself in the compliance and reporting obligations of Crown ...

Retirees could be out up to $136k: SMC

ANGELIQUE MINAS  |  THURSDAY, 30 OCT 2025
A report by the Super Members Council (SMC) suggests the complex retirement system in Australia could be costing retirees up to $136,000. The modelling underscores the long-awaited need for financial advice reforms, and simpler, smarter pathways to ...

Janus Henderson launches small caps fund in Australia

ANGELIQUE MINAS  |  THURSDAY, 30 OCT 2025
Janus Henderson Investors (Janus Henderson) has launched the Janus Henderson Global Smaller Companies Fund in Australia. The new fund will provide Australian investors with access to potential growth opportunities through global smaller company investments. ...

Morningstar DBRS expands into regional Australia

ANGELIQUE MINAS  |  WEDNESDAY, 29 OCT 2025
... Barclays and Westpac. Morningstar's APAC chief compliance officer Sean Cook has also been appointed to join the analytical and client service team. His experience specialises in banking and financial services across Australia, New Zealand, France, and ...

L1 Group replaces chief, seeks $330m

KARREN VERGARA  |  WEDNESDAY, 29 OCT 2025
Jeff Peters is exiting L1 Group as chief executive as a replacement immediately fills his seat. The group is also embarking on a $330 million raise. Peters, who is also managing director, leaves L1 Group effective today. He is replaced by Julian Russell. ...

James Mawhinney launches another appeal

JAMIE WILLIAMSON  |  TUESDAY, 28 OCT 2025
... Mayfair 101 clients were paid principal and interest on time and in full, he said, with no complaints made by any Mayfair client, no defaults had occurred, and all investments aligned to the offer documents. "Mr Mawhinney has been actively re-building ...

MLC sets sights on top super funds

ELIZA BAVIN  |  TUESDAY, 28 OCT 2025
... MLC hopes to have cracked the top three superannuation funds in terms of size as part of its 2030 strategy. Speaking at a client event this morning, Woodall said the transition back to the MLC brand was the first step in the super fund's plans for ...

Court blocks Merhi from financial services

KARREN VERGARA  |  TUESDAY, 28 OCT 2025
Venture Egg financial adviser Ferras Merhi has been banned from working in financial services after ASIC successfully obtained interim restraining orders from the Federal Court. Yesterday, Justice Moshinsky restrained Merhi "through his servants, agents ...

Challenger, Iress partner for retirement income solution

ELIZA BAVIN  |  TUESDAY, 28 OCT 2025
Challenger and Iress have entered a strategic partnership to develop an advice-led solution to improve accessibility of retirement income products in Australia. Iress said the technology solution will enable financial advisers to better serve their ...

Russell Investments launches private markets offering

ELIZA BAVIN  |  MONDAY, 27 OCT 2025
Russell Investments and Invest Blue have launched the Cornerstone Private Markets Managed Portfolio, offering advised clients exposure to private assets. The Cornerstone Private Markets Managed Portfolio offers an advised pathway into private equity ...