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Showing 661 - 670 of 16380 results for "Client"

Colonial First State partners with MST Financial

ANGELIQUE MINAS  |  TUESDAY, 23 SEP 2025
Colonial First State (CFS) has partnered with MST Financial to create a platform that empowers advisers to deliver better insights to clients. With MST Financial, CFS will debut Sandstone Insights, a premium research platform. This program will equip ...

ASIC report a 'solid point of reference' for private credit guardrails

JAMIE WILLIAMSON  |  TUESDAY, 23 SEP 2025
Stakeholders have welcomed the findings of ASIC's interim report on Australia's private credit sector, saying it serves as a timely call for greater transparency. The report found there are many improvements to be made in the sector, particularly in ...

Vale Rupert Smoker

MATTHEW WAI  |  TUESDAY, 23 SEP 2025
Evolution Trustees chief executive Rupert Smoker has passed away at the age of 47. Smoker co-founded Evolution Trustees almost a decade ago and served as chief executive. He was well known in the financial services industry, particularly through his ...

Insignia Financial to upgrade digital infrastructure

ANGELIQUE MINAS  |  MONDAY, 22 SEP 2025
Insignia Financial is enhancing its digital infrastructure by using the AI capabilities offered by the Google Cloud platform. Implementation of this new technology will improve personalisation and efficiency of service delivery across all Insignia Financial ...

Unprecedented US M&As a boon for Australia: BGA

KARREN VERGARA  |  MONDAY, 22 SEP 2025
... mature and developed market. When you think about the service model and just the general business model, much more of the client segment served are across mass affluent, high-net-worth and ultra-high-net-worth," she said. "We hear a lot about how Australia ...

MSC awarded dual mandate from newly established litigation funder

MATTHEW WAI  |  MONDAY, 22 SEP 2025
MSC Trustees and MSC Abacus, both part of MSC Group, have been appointed as the trustee and administrator for a newly established third-party litigation funder, Ninety Mile Capital. Ninety Mile Capital is based in Melbourne and was founded by chief ...

LGT Crestone unveils rebrand

ELIZA BAVIN  |  MONDAY, 22 SEP 2025
... long-term growth ambitions. "The rebrand to LGT Wealth Management Australia, together with the recent expansion of the team and client base, demonstrates a strong commitment to building a leading wealth management business in the region," de Perregaux ...

ASIC issues interim stop orders to RELI Capital

RIDDHIMA TALWANI  |  FRIDAY, 19 SEP 2025
ASIC has issued an interim stop order against the RELI Capital Mortgage Fund, a registered managed investment scheme operated by RELI Capital. The regulator said it is to protect consumers and retail investors from acquiring a product not suitable for ...

BT launches new low-cost investment menu

ANGELIQUE MINAS  |  FRIDAY, 19 SEP 2025
... platform strength combined with Vanguard's investment expertise offers advisers a compelling solution to meet a wide range of client needs." Both companies described the collaboration as the next step in offering and delivering accessible, cost-effective ...

Stockspot reduces fees to increase accessibility

MATTHEW WAI  |  FRIDAY, 19 SEP 2025
... reiterated that the increased affordability does not result in lowered service qualities. Instead, moving forward each client will still receive a personalised portfolio built from evidence-based ETFs, legal and beneficial ownership of their investments ...