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Showing 691 - 700 of 16377 results for "Client"

Ausbil launches active ETF

KARREN VERGARA  |  MONDAY, 8 SEP 2025
Ausbil Investment Management has launched an active ETF version of its seven-year-old dividend income fund. As first flagged last year, the Ausbil Active Dividend Income Fund - Active ETF (DIVI) officially began trading. Debuting on the ASX today, DIVI ...

Advisers favour third-party support in product selection

MATTHEW WAI  |  MONDAY, 8 SEP 2025
... recommendations influence decisions around managed accounts (49%), ETFs (42%) and super (37%). Notably, practices with one client-facing adviser tend to favour support mostly on super products, which is significantly higher than their peers in boutique ...

CFS, Wellington Management team up on new fund

ELIZA BAVIN  |  MONDAY, 8 SEP 2025
Colonial First State (CFS) has announced the launch of the CFS Wellington Global Small Companies Fund, made available on its FirstChoice and Edge platforms. The fund is managed by Boston-based Wellington Management and designed to provide investors ...

InterPrac wants super funds' reserves to remediate Shield, First Guardian victims

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
... superannuation trustees immediately declare an ORFR event has occurred and access their ORFR reserves to remediate every client that has been exposed to these investments," he added. Venture Egg Financial Services and its principal Ferras Merhi, and ...

BlackRock nabs $122bn Citi mandate

ELIZA BAVIN  |  FRIDAY, 5 SEP 2025
BlackRock has been tapped by Citi Wealth to create a new portfolio offering for its clients - Citi Portfolio Solutions powered by BlackRock. The offering will combine the strategic investment advisory and planning capabilities of the leading global ...

FEATURE: Hyped up

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
... adding big value for many advisers is in file-noting thanks to a proliferation of AI-powered apps. "Anytime we talk with a client, we have to make a detailed file note of that conversation and in that file note we need to capture not only the specific ...

Northern Trust Asset Management names president

JAMIE WILLIAMSON  |  THURSDAY, 4 SEP 2025
... is the ideal leader to guide us in navigating the complexities of today's market. His strategic vision and commitment to client success will not only enhance our asset management capabilities but also position us to deliver exceptional value to our clients ...

Iress confirms new chief executive

ELIZA BAVIN  |  THURSDAY, 4 SEP 2025
... chief executive of Class which was acquired by HUB24 in 2022. "The next phase of our strategy will be intensely product and client-focussed, and we are very pleased to have appointed a leader as experienced as Andrew in this domain," Sharp said. "Andrew ...

Fortitude Investment Partners expands team

MICHELLE BALTAZAR  |  THURSDAY, 4 SEP 2025
... Sobukwe-Whyte has been appointed as investor services manager, bringing her 15 years experience in investment operations and client delivery to the role. She was previously with Allan Gray for 13 years, working her way up from team leader to senior operations ...

FAAA calls for other sectors to help pay $67m CSLR bill

ELIZA BAVIN  |  WEDNESDAY, 3 SEP 2025
In its submission to the Treasury consultation on the Compensation Scheme of Last Resort (CSLR) Special Levy for 2025/26, the Financial Advice Association Australia (FAAA) said financial advisers should not be expected to pay more than the $20 million ...