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Showing 711 - 720 of 16379 results for "Client"

Bravura, Future Group partner on digital advice

ELIZA BAVIN  |  MONDAY, 1 SEP 2025
Financial services technology provider Bravura Solutions has partnered with Future Group for the initial phase of its digital advice rollout, which is now underway. The partnership will provide members pre-retirement personal advice tools, and a public-facing ...

Betashares launches first private credit fund

ELIZA BAVIN  |  MONDAY, 1 SEP 2025
Betashares has launched the first offering from its newly established private capital division, the Betashares Private Capital Cliffwater Private Credit Fund. The unlisted fund provides wholesale investors and financial advisers with cost-effective ...

FS Power50 shortlist revealed, voting opens

STAFF WRITER  |  SATURDAY, 30 AUG 2025
Voting for Australia's most influential financial advisers in the 2025 Financial Standard Power50 is now open. The shortlist of 120 financial advisers who have progressed to the voting stage after receiving more than 200 nominations has been revealed. ...

K2 Asset Management seeks M&A partners

KARREN VERGARA  |  FRIDAY, 29 AUG 2025
... portfolio and the depth of new business pipeline, they expect to see continued revenue growth in the coming year. The long-term client relationships, recurring fee structures, and prudent cost management practices support this positive outlook." Wight ...

Government scraps inquiry into advice firm failures, Dixon Advisory

JAMIE WILLIAMSON  |  FRIDAY, 29 AUG 2025
The government has dumped the inquiry into wealth management companies that would have dissected the collapse of firms like Dixon Advisory and the impact on the Compensation Scheme of Last Resort (CSLR). In September 2024, the government referred the ...

Trust key to client satisfaction in advice: Report

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
... its eighth year - has introduced a new Value of an Adviser Index, which ranks the five components based on how they drive client satisfaction, with a higher score indicating greater influence. Expertise ranked first with an index score of 118, as appropriate ...

In race for talent, Frontier Advisors beefs up senior ranks

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
... development integration. Meanwhile, Longmore, deputy head of the LDI & government segment, has been recognised for his client leadership and development of the group's insurance house views. Liam Chiodi and Charlie Hurst, who were recruited as analysts ...

Shield-linked advice firm director, compliance manager banned

JAMIE WILLIAMSON  |  THURSDAY, 28 AUG 2025
The AFSL of MWL Financial Services has been cancelled, while both its director and its compliance manager have copped bans after they allegedly helped funnel more than $150 million in investments into the Shield Master Fund. MWL recommended Shield to ...

Perpetual flags 'uncertainty' over wealth management sale

ELIZA BAVIN  |  THURSDAY, 28 AUG 2025
... tax to $51.5 million, however funds under advice rose 9% to $21.5 billion thanks to net inflows from a new institutional client and an improvement in equity markets. "We were pleased with the underlying performance of our wealth management business given ...

Count sees $5.1m cost synergies from Diverger integration

ELIZA BAVIN  |  THURSDAY, 28 AUG 2025
... of our scale to unlock new revenue opportunities and to remove costs, expanding our investment solutions and enhancing client outcomes. This is how we will create long-term value and drive the future of accounting and wealth." Count completed 11 transactions ...