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Showing 701 - 710 of 22633 results for "Service"

Regal Partners revamp sees promotion

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
Regal Partners' move to integrate its domestic sales, marketing and investor relations teams across the group will see a top distribution operative take on a wider role. As a result of the integration of teams, Camelia Seric, who was head of distribution ...

Rest Super team defects to Channel Capital

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... The new business will handle pre-investment operational due diligence, ongoing monitoring and risk reviews, manager and service provider assessments, ESG operational due diligence, and custom advisory and consulting solutions. "We have revisited our ...

HMC Private adds investment director

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
David Di Pilla's HMC Capital has added another executive to its private credit business. HMC Private Credit has appointed a new investment director within its investor services team as demand for private credit continues to skyrocket. Incidentally ...

Vanguard partners to launch core-satellite portfolios for advisers

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
... and the innovation and personalisation our clients have come to expect." Both Vanguard and Lonsec will actively provide service and distribution support to advisers, including product education materials, client resources, quarterly client reporting ...

BUSSQ streamlines product offering

JAMIE WILLIAMSON  |  THURSDAY, 16 OCT 2025
The $7.4 billion industry super fund has consolidated its accumulation products into one as part of a multi-year simplification strategy. BUSSQ has historically had two accumulation phase products for members in BUSSQ MySuper and Premium Choice. The ...

Family trusts safe from reform for now: Mulino

JAMIE WILLIAMSON  |  THURSDAY, 16 OCT 2025
Minister for financial services Daniel Mulino has said the government is not currently looking at reforming the tax treatment of family trusts. Appearing on Sky News this morning to discuss this week's changes to Division 296, Mulino was asked whether ...

MLC Expand targets time savings with new AI capabilities

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
... Expand is launching automation features to populate a range of client documentation using information from the Client Service Agreement (CSA) and Statements of Advice (SoA). The SoA for new business applications is also being piloted for rollout soon ...

Equity Story to raise $3.5m to enter property sector

RIDDHIMA TALWANI  |  THURSDAY, 16 OCT 2025
... cash, as it looked to expand its wealth management footprint. Through the acquisition it had hoped to gain access to full-service retail, high-net-worth investment advice and stronger corporate advisory capabilities. The transaction would have helped ...

Feature: Compliance | Passing the buck

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
The retirement savings of thousands of Australians have been lost in the First Guardian and Shield failures and, while investigations are ongoing, the blame for their collapse and the misconduct that led to it is being passed around like a football ...

FINSIA's struggle to find scale

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
The Financial Services Institute of Australasia (FINSIA) has a more than 135-year history in Australia. It was formed in 2005 by the merger of the Australasian Institute of Banking and Finance, which was established by a group of bankers in 1886, and ...