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Showing 561 - 570 of 16719 results for "Client"

PIMCO appoints local managing director

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
PIMCO has promoted a senior Australian fixed income manager to managing director, recognising his leadership in the local business. Adam Bowe, who heads Australian portfolio management and sits on the Asia-Pacific portfolio committee, joined PIMCO 14 ...

Fidelity expands ESG role

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
Fidelity International has expanded the role of its Australian sustainability lead to oversee client initiatives. Daniela Jaramillo will continue to lead Fidelity's sustainability positioning while also helping deliver the firm's broader priorities ...

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
Former Perpetual chief executive Geoff Lloyd will become executive chair of the fund manager's wealth platform following its recent acquisition by Bain Capital. Earlier this week, Bain agreed to buy Perpetual Wealth Management, which has $21.9 billion ...

Entireti taps AI to centralise advice data

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
... data will be either through text, video and other digital formats to help create and deliver personal advice and enhance client engagement. Entireti group chief executive Neil Younger said plans to deliver an advice platform for the intelligence era ...

Arthur J. Gallagher & Co. acquires Asset Partners Private Wealth

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... joined Asset Partners in 2012 as a principal. Asset Partners operates a fee-for-service model under a "two adviser per client policy to ensure all clients have access to quality specialised financial advice year-round regardless of holidays, illness ...

Ironbark brings businesses under one national banner

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
... the brands together under a single brand is part of its strategy to provide advice and investment solutions to a diverse client base and build on its position as a leading wealth management business. "We are excited about the role that Ironbark can play ...

Sequoia advances InterPrac takeover talks

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... relating to one of its representatives and advice provided regarding the Shield Master Fund. The determination related to a client who was a member of the Macquarie Superannuation Plan and lost most of his super after being advised by an InterPrac adviser ...

ETFs grow in popularity for SMSF investors

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
Exchange-traded funds (ETFs) are quickly becoming a dominant feature of self-managed super funds, with financial advisers increasingly turning to them for diversification. According to an analysis of SMSFs on the AUSIEX platform, about 44% of advised ...

AWAG appoints first head of advice

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
... Possability. AWAG said the appointment strengthens the group's "leadership and commitment to high-quality, compliant and client-focused advice as well as growth and strategic acquisitions in the financial planning, wealth management and accounting arenas." ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
... accredited financial advice subjects are ethics for professional advisers, financial advice regulatory and legal obligations, client and consumer behaviour, and financial advice fundamentals. The proposed list of financial concepts study includes aged ...