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| | | Netwealth Group has delivered its results for the financial year ending June 30, recording "exceptional growth" across all key metrics. Netwealth recorded funds under administration (FUA) of $112.8 billion, which was a 28.2% surge from FY24, while total ... |
| | | | ... focus on leveraging our market leading positions, depth of expertise and enhanced technology, to drive growth, uplift the client experience and deliver scale benefits." While O'Brien was optimistic about the future, he flagged heightened regulation is ... |
| | | | ... unconscionable behaviour. One example cited by ASIC was a report of a financial adviser that obtained the signature of a client with dementia across multiple investment documents. The client did not fully understand the documents signed, which contained ... |
| | | | ... transformations made her the ideal choice for the role. "Her strategic vision, combined with her commitment to delivering exceptional client experiences, aligns perfectly with our ambition to be the leaders in a new era of super and retirement advice ... |
| | | | ... also recruiting specialists in other areas such as accountants and lawyers to broaden their services to better address client needs. Satisfaction with licensees has also rebounded soundly, with Net Promoter Scores (NPS) rising from +1% in 2024 to +11% ... |
| | | | ... (SMAs) have emerged as the favourite structure. Praemium said managed accounts have shown unprecedented improvements in client outcomes, with 88% experiencing positive results. Twenty-five percent said the solution have saved them over seven hours per ... |
| | | | Vinva Investment Management and Barrenjoey Capital Partners helped bolster Magellan Financial Group's (MFG) earnings in the 2025 financial year, offsetting lukewarm performance in the investment management business. Vinva and Barrenjoey drove the 202% ... |
| | | | Challenger's Fidante Partners lost $11.4 billion in institutional client money in the last financial year with the majority of it exiting fixed income investments. The lion's share of $7 billion in net outflows left fixed income strategies while ... |
| | | | ... Generation Advice, ASIC said, where he reasonably ought to have known there was a conflict of interest and "jeopardised" client retirement savings by facilitating the transfer. Rankin's Statements of Advice were also found to include projections that ... |
| | | | Ares Management has launched the Ares Core Infrastructure Fund (AUT), an Australian-domiciled unit trust designed to provide wholesale and advised retail clients access to Ares Core Infrastructure Fund (ACI). ACI is a private infrastructure investment ... |
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