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Showing 731 - 740 of 16719 results for "Client"

First batch of specialist advisers graduate SMSFA program

RIDDHIMA TALWANI  |  FRIDAY, 16 JAN 2026
... helping them succeed in a busy professional environment," Burgess said. Cutcher & Neale Accounting and Financial Services client adviser Roshan Roy was amongst the first to complete the new-look accreditation course in 2025. "Completing the SSA accreditation ...

State Street boosts digital asset access with new platform

MATTHEW WAI  |  FRIDAY, 16 JAN 2026
... secure, interoperable and integrated so institutions can scale with confidence," Milrod said. "This platform is built on a client partnership model that ensures ongoing evolution in line with market needs and regulatory expectations, reduces complexity ...

Blackstone promotes first private wealth hire

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... intermediary channels across Australia. Rose also worked at Perennial Investment Partners back in 2006, handling marketing and client services Outside wealth, the buyout firm capped off 2025 with a marquee real estate acquisition of Hamilton Island from ...

Vinva snaps up ECP executive

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
Systematic investment manager Vinva Investment Management has hired Amy Teh as client relationship director, adding almost two decades of institutional distribution firepower Teh will work with Vinva's institutional and wholesale clients, adding ...

Fairlight adds Sydney partner

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
Fairlight Capital Partners has appointed a new partner as it continues to tap into the Australian adviser and family office markets. William George joins the employee-owned firm from his role as associate director of The Table Club, an Australian family ...

Schroders recruits head of ETFs

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... ETF assets. Tom Stephens will lead Schroders' global ETF strategy across products, infrastructure, distribution and client relationships reporting to Matt Oomen, global head of client group. He joins from JP Morgan Asset Management, where he spent ...

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... engagement and accelerate growth nationally. Clint's return adds invaluable expertise in investment communication and client engagement."

Advisers 'positioned to thrive' in 2026

ANGELIQUE MINAS  |  THURSDAY, 15 JAN 2026
... hasn't been any material advancement of the reforms recommended in the QAR," Edwards said. "We're still waiting on what a Client Advice Record is and how this could better client outcomes and reduce the regulatory red tape to be able to make advice more ...

Maple-Brown Abbott partners to launch global infra fund

MATTHEW WAI  |  THURSDAY, 15 JAN 2026
Maple-Brown Abbott Global Listed Infrastructure (MBA GLI), a Maple-Brown Abbott affiliate, is partnering with a London-based asset manager to launch a UCITS fund for global infrastructure, expecting assets under management (AUM) of circa $899 million. ...

Granite Bay Private Wealth launches, taps BlackRock

KARREN VERGARA  |  WEDNESDAY, 14 JAN 2026
... 12 years at QIC, finishing up as deputy managing director and heads of funds management in July 2024. He also worked in client services and distribution roles at firms that include LaSalle Investment Management, Challenger and Colonial First State (CFS). ...