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Showing 701 - 710 of 16380 results for "Client"

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 ...

Platinum client yanks $580m

KARREN VERGARA  |  TUESDAY, 2 SEP 2025
An institutional client will pull about $580 million from Platinum Investment Management. The unnamed client will take the money out of the Platinum Trust Funds over the course of October and November following a manager review. "It is expected the ...

Praemium partners to offer more global options

MATTHEW WAI  |  TUESDAY, 2 SEP 2025
... highest standards of asset safety. Additionally, Vestima will support the transition of selected funds from the OneVue client migration; Praemium acquired the platform last year. Commenting, Praemium chief operating officer James Edmonds said the integration ...

Societe Generale fined $3.88m

ELIZA BAVIN  |  TUESDAY, 2 SEP 2025
... electricity and wheat futures market. "Market gatekeepers have a duty to keep our markets safe. They have direct visibility over client trading and can prevent orders from being placed on the market," Longo said. "Missing suspicious orders puts the entire ...

Former United Global Capital adviser banned

JAMIE WILLIAMSON  |  MONDAY, 1 SEP 2025
Former United Global Capital (UGC) adviser Milutin Petrovic is banned for six years after ASIC found he failed key advice obligations when recommending clients invest their retirement savings into the Global Capital Property Fund Limited (GCPF). Petrovic ...

ASIC piles more charges on Merhi

KARREN VERGARA  |  MONDAY, 1 SEP 2025
ASIC has heaped more allegations against former financial adviser Ferras Merhi, claiming he engaged in "unconscionable conduct" related to the First Guardian Master Fund and Shield Master Fund that has put more than $520 million on the line. ASIC said ...

Clime investments chief resigns

KARREN VERGARA  |  MONDAY, 1 SEP 2025
... and advice support. "Rebuilding Clime has also been about culture. We reset adviser incentives to create a path toward client ownership, introduced employee share vesting programs, and I personally reallocated 80% of my short-term incentive to frontline ...

AMP lifts advisers' efficiency game with Grow

MATTHEW WAI  |  MONDAY, 1 SEP 2025
AMP North has launched a new investment menu, offering a plethora of features designed to deliver efficiencies, including cutting account fees, and the ability to mix and match investments from other menus. The new North Grow allows advisers to simplify ...