Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 771 - 780 of 16380 results for "Client"

Employee shareholders officially file lawsuit against FNZ

KARREN VERGARA  |  THURSDAY, 31 JUL 2025
FNZ employee shareholders have officially filed a lawsuit against FNZ, alleging the global technology firm and its board substantially diluted their ownership with several capital raises. FNZ B class shareholders filed the class action at the High Court ...

Orbis Investments recruits top marketing executive

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025
... Australia executive committee and will jointly report to Clay Hagland, global head of marketing, and Eric Marais, head of client - Australia. Prior to joining Orbis, Bunning was the marketing director at Capital Group for more than seven years, responsible ...

First Sentier establishes new home for affiliates

JAMIE WILLIAMSON  |  THURSDAY, 31 JUL 2025
... identity and a brand promise of 'Better Strategies. Better Service. Better Possibilities.' It said this emphasises its client-centric and collaborative approach to achieving clients' goals. "Our business has evolved over time to become a global group ...

ASIC calls out trustees 'passing the buck' on super switching

KARREN VERGARA  |  THURSDAY, 31 JUL 2025
ASIC fired a stern warning to superannuation funds about "passing the buck" to financial advisers and shedding responsibility for overlooking dodgy investment options as the fallout from the Shield Master Fund and First Guardian Master Fund mounts to ...

Adviser banned for PRP supervision failures

MATTHEW WAI  |  THURSDAY, 31 JUL 2025
... presented a "distorted comparison" of the existing fund to the recommended fund. Further, ASIC found that the documents in client files were substantially similar, and the advice provided was templated without proper consideration of each client's circumstances. ...

Former fund investment chief joins JANA

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025
... recent hire. Linda Trusler joined JANA Investment Advisers as senior consultant this month, focusing on the institutional client base of the group in the NFP sector. In this role, Trusler will be responsible for overseeing investment strategy, governance ...

Bennelong boutique shuts up shop

JAMIE WILLIAMSON  |  WEDNESDAY, 30 JUL 2025
Just two months on from shuttering its flagship fund, Touchstone Asset Management has closed its doors. As first reported by Financial Standard, the boutique wound up the Touchstone Index Unaware Fund in May. This was largely due to the low funds under ...

Mulino sits on Tranche 2 for now, grapples with complexity

KARREN VERGARA  |  WEDNESDAY, 30 JUL 2025
... Released in March, the long-awaited Tranche 2 of DBFO proposed several changes, such as replacing Statements of Advice with Client Advice Records and clarifying what topics super funds can collectively charge for, only to fall through the cracks in the ...

Former adviser charged over clients' near $1m loss

MATTHEW WAI  |  WEDNESDAY, 30 JUL 2025
A permanently banned former financial adviser has been slapped with multiple charges for allegedly making dishonest representations to potential investors in relation to acquiring shares in his own doomed company. Donald James Cuthbertson, the founder ...

Pinnacle backs private markets managed accounts

ELIZA BAVIN  |  WEDNESDAY, 30 JUL 2025
... role in helping advisers deliver scalable, customised private market exposure, through structures that better align with client needs," Macoun said. "FinCap brings deep experience and a clear strategic vision to this opportunity, so we're proud to ...