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Showing 581 - 590 of 16377 results for "Client"

Feature: Group insurance | Cold comfort

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
For much of the past year or so, there has been a great deal of focus on the superannuation industry and its processing of insurance claims, largely owing to immense delays at some of the largest institutions. Stories have emerged of the likes of AustralianSuper ...

Allianz Retire+ rejigs executive team, product and marketing chief exits

KARREN VERGARA  |  WEDNESDAY, 22 OCT 2025
... marketing officers in a co-sharing capacity. Foster and van der Veen were previously head of group retirement solutions client delivery. Additionally, Sungwoo Park was named chief financial officer and Maria Fink was appointed as head of business management ...

ASIC slaps MWL adviser with ban over Shield involvement

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
ASIC has banned Wade Spooner of Melbourne for eight years for advising his clients to invest their superannuation into the Shield Master Fund while he was an authorised representative of MWL Financial Services. Spooner, also a member of MWL's investment ...

Rest injects more into $1.2bn Fidelity climate fund

JAMIE WILLIAMSON  |  TUESDAY, 21 OCT 2025
Fidelity reached final close of its Real Estate Logistics Impact Climate Solutions Fund (LOGICs), raising a further $634 million from several institutions including Rest. The total investment capacity of the fund is now $1.2 billion (€710m), all of ...

Pinnacle names head of client solutions

ANGELIQUE MINAS  |  TUESDAY, 21 OCT 2025
Pinnacle Investment Management Group (Pinnacle) has appointed David Wright as its first head of client solutions. Wright brings over 30 years of experience to the role, with expertise in investment research and consulting. He was most recently at Zenith ...

AWAG enters joint venture with Phillip Capital

ANGELIQUE MINAS  |  MONDAY, 20 OCT 2025
The ASX-listed Australian Wealth Advisors Group (AWAG) has entered a strategic joint venture with Phillip Capital Australia, covering funds management and distribution. The joint venture allows for Armytage and AWAG products and services to be distributed ...

Brookfield fully acquires Oaktree

KARREN VERGARA  |  MONDAY, 20 OCT 2025
Brookfield Asset Management is now the owner of Oaktree Capital after scooping up the remaining 26% stake in the credit fund manager for US$3 billion. The two firms first partnered six years ago. Brookfield paid about $6.8 billion for the 62% stake. ...

Why mid-sized super funds still matter: Farrar

RIDDHIMA TALWANI  |  MONDAY, 20 OCT 2025
As consolidation continues across the superannuation sector, there remains a strong role for differentiated mid-sized super funds, according to Brighter Super. Kate Farrar, chief executive at Brighter Super, told the Innovation in Retirement conference ...

ASIC targets potential vertical integration in managed accounts

KARREN VERGARA  |  FRIDAY, 17 OCT 2025
... financial advisers - when they recommend managed accounts - comply with their obligations to act in the best interests of their client and provide appropriate advice," he said. "And we will be examining what conflicts of interest may be present, and ...

iExtend hires national BDM

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... from Resolution Life. In the newly created role, David Sutjipto will work closely with financial advisers to enhance the client experience and ensure policy owners understand their options when life insurance is at risk of lapsing or cancellation. Sutjipto ...