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Showing 781 - 790 of 16380 results for "Client"

Special feature: Shaping private markets

ELIZABETH FRY  |  TUESDAY, 29 JUL 2025
... We've always had to adapt, but now the number of fronts we're adapting on has increased-regulation, market shifts, client needs-it's all accelerating at once," Stavrou explains. That shift includes deeper engagement with portfolio-level analytics. ...

Advisers overlook hype, embed AI in practice: Investment Trends

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... asked about their preferred access points for AI, advisers favour integration within their advice software, especially for client-facing and strategic tasks," said Investment Trends director Cameron Spittle. While the survey showed that platform-based ...

HUB24, Netwealth projected to overtake Insignia: Morningstar

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
Morningstar has revised its forecasts for HUB24 and Netwealth, with continued strong performance from the pair pushing their valuations higher. Total shareholder returns for HUB24 and Netwealth since the start of the year to 24 July 2025 were around ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... complex advice needs, said Radar Results chief executive John Birt. For acquirers, this translates to higher revenue per client. "HNW clients typically require full-service advice across investments, tax, estate planning, and risk management - all of ...

Lipman Burgon taps former Koda Capital head of research

MICHELLE BALTAZAR  |  MONDAY, 28 JUL 2025
... discipline and entrepreneurial experience. He strengthens our capability to deliver consistent, thoughtful outcomes across all client portfolios," said Paul Burgon, the group's managing partner and chief investment officer. Before his nine-year-plus ...

ASIC issues warning over BTG Technology

ELIZA BAVIN  |  MONDAY, 28 JUL 2025
... rights and protections available under Australian financial services laws such as internal dispute resolution processes or client money protections, should something go wrong," ASIC said. The regulator said Bitget's futures products are high-risk, derivative ...

MLC AM reduces MultiSeries management fees

KARREN VERGARA  |  MONDAY, 28 JUL 2025
... product Amna Khan: "This repricing reflects MLC Asset Management's continued focus on delivering products that fit a range of client needs, ensuring investors can access high-quality, diversified investment solutions at a competitive price point that ...

Brighter Super awards $50m mandate

MATTHEW WAI  |  MONDAY, 28 JUL 2025
A new $50 million mandate will see Queensland Investment Corporation (QIC) invest Brighter Super members' retirement savings back into the state's economy through high-growth, innovative businesses. The mandate will invest in businesses delivering strong ...

Two more Shield Master Fund advisers banned

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
ASIC has banned another two former financial advisers of MWL Financial Services that were involved in investing clients' superannuation into the Shield Master Fund, as well as other breaches of obligations. Former financial advisers of MWL, Rocco ...

Goldman Sachs appoints real estate MD

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2025
... direction and growth of the Australia equity and credit investing platform of the business, as well as expand the group's client base. Goldman Sachs manages more than US$3.2 trillion in assets globally, of which US$500 billion is in alternatives. ...