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Showing 571 - 580 of 16377 results for "Client"

FEATURE: Fund admin | Tight Ship

KARREN VERGARA  |  FRIDAY, 24 OCT 2025
At any given opportunity, policymakers and industry leaders love to boast about Australia's 'world-class' $4.3 trillion superannuation system. While investments and performance have been impressive and the system has taken the pressure off the government ...

JANA bolsters senior team with three key appointments

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025
... capability, covering investment manager and capital markets research, portfolio construction, and performance outcomes for both client and JANA alternatives portfolios. He will also retain a strong client-facing component, engaging regularly with client ...

Regal Partners makes two senior hires

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025
... strategy roles at Woolworths. Reflecting the continued expansion of its international business and growing institutional client base, Regal Partners has also appointed Robin Lowe as head of North America, based in New York. Lowe joins from global macro ...

Super moves: AusSuper, Aware, MLC, JANA, VFMC

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025
Major players in alternatives and real assets are reshuffling their ranks, with asset consultants, super funds and investment managers all announcing new hires and promotions. AustralianSuper confirmed that head of mid-risk portfolios Jason Peasley ...

GAM names distribution and product lead

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025
... then London. "Effectively, Rainsford will be developing global sales strategies and aligning the product range with the client needs of the Australian office, among others," said GAM managing director for Australia and New Zealand, Eric Finnell. "Tim ...

ASIC bans adviser attached to UGC, MWL

ELIZA BAVIN  |  THURSDAY, 23 OCT 2025
ASIC has banned Melbourne-based financial adviser Jovan Videkanic from providing financial services, controlling an entity that carries on a financial services business or performing any function involved in the carrying on of a financial services business ...

Complaints still too high: AFCA annual review

ANGELIQUE MINAS  |  THURSDAY, 23 OCT 2025
... that were impacted by the Shield Master Fund and the First Guardian Fund collapses," AFCA said. 'Failure to act in the client's best interest' complaints increased by 124% in the last year. Some 393 complaints related to inappropriate advice, which was ...

Insignia Financial posts strong quarter

MATTHEW WAI  |  THURSDAY, 23 OCT 2025
Insignia Financial delivered a strong first quarter for FY26, with funds under management and administration now exceeding $340 billion. Over the period, the business saw total net inflows of $1.0 billion, driven by $1.3 billion of net inflows into ...

Rumours swirl around Perpetual's wealth business sale

ELIZA BAVIN  |  THURSDAY, 23 OCT 2025
Perpetual told shareholders negotiations are ongoing for the sale of its wealth business, which was initially announced in February. This comes as Bloomberg reported Oaktree Capital has secured private credit financing from Ares Management and Barings ...

Feature: Retirement | Rewarding risk

LACHLAN COLQUHOUN  |  WEDNESDAY, 22 OCT 2025
... sentiments echoed by John Manserra, a senior financial adviser and director at Geelong-based Apex Advice. Manserra's client base are unlikely to be described as 'high-net-worth individuals' but he says many of them achieve a comfortable retirement ...