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Showing 731 - 740 of 16380 results for "Client"

Netwealth reports record FY25 results

MATTHEW WAI  |  THURSDAY, 21 AUG 2025
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 ...

Equity Trustees FUM tops $254bn

ELIZA BAVIN  |  THURSDAY, 21 AUG 2025
... 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 ...

ASIC warns of 'sharp rise' in financial misconduct

MATTHEW WAI  |  THURSDAY, 21 AUG 2025
... 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 ...

MLC Expand adds general manager

JAMIE WILLIAMSON  |  WEDNESDAY, 20 AUG 2025
... 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 ...

Only half of advice practices report positive earnings: Investment Trends

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
... 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% ...

Australia emerges as managed accounts leader: Research

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
... (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, Barrenjoey buoy Magellan's earnings

KARREN VERGARA  |  WEDNESDAY, 20 AUG 2025
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% ...

Fidante loses $11.4bn in insto money

KARREN VERGARA  |  TUESDAY, 19 AUG 2025
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 ...

Adviser banned for UGC, Shield involvement

MATTHEW WAI  |  TUESDAY, 19 AUG 2025
... 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 launches wholesale infrastructure fund

ELIZA BAVIN  |  TUESDAY, 19 AUG 2025
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 ...