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Showing 61 - 70 of 16358 results for "Client"

Vital Business Partners names chief executive

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
Vital Business Partners (VBP), part of AZ NGA's network, has appointed a new chief executive, replacing Nathan Jacobsen who joined the parent company as chief operating officer earlier this year but continued to oversee the management of VBP. VBP has ...

SIAA focuses mission on building prosperity for investors

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
... the market what our role is, and we want to call out how we are focusing on the changing dynamics, such as technology and client behaviours for the future." The association is driving home several strategic imperatives: advocacy, lifting industry capability ...

Buyer beware: Private credit as a defensive play

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
... opportunistic and high-risk alternatives. Each of those can have a valid place in people's portfolio, depending on client objectives. "Once you deal with that question, then you have to say, how do I get it? Historically, this was an asset class ...

Retirees leave 90% of pension unspent: AMP Super

RIDDHIMA TALWANI  |  TUESDAY, 19 MAY 2026
... Speaking at the Financial Standard Advisers Big Day Out (ABDO) in Sydney, Hillier said the 90% figure could be used by the client for travel, retiring early, helping children with their first homes, supporting the community or having access to better ...

Emerging markets a 'reasonable' opportunity: Colchester

RIDDHIMA TALWANI  |  TUESDAY, 19 MAY 2026
According to Colchester Management senior investment officer Martyn Simpson emerging markets have remained uncorrelated to other risk assets while providing reasonable returns to investors. Speaking at the Financial Standard Advisers Big Day Out (ABDO) ...

Investor demand for infrastructure asset mandates intensifies: bfinance

MATTHEW WAI  |  TUESDAY, 19 MAY 2026
A new analysis shows momentum in private market search activity for real assets, including infrastructure, remained strong among institutional investors in the first quarter of 2026, despite private markets slowdown. According to bfinance's Q1 2026 ...

HeirWealth partners with ViewTrade

MATTHEW WAI  |  MONDAY, 18 MAY 2026
ViewTrade and HeirWealth have partnered to offer an integration of global trade execution with portfolio performance analytics, and tax reporting. The partnership combines ViewTrade's global brokerage infrastructure with HeirWealth Atlas's portfolio ...

Investors rotate into fixed income as diversification demand grows: Capital Group

VINNY VUCAGO  |  MONDAY, 18 MAY 2026
... for at least 10% of their fixed income portfolios, up sharply form 39% a year earlier. Capital Group Australia head of client group Jordan Brown said investors were increasingly relying on active management to navigate widening dispersion across regions ...

North expands adviser support with new hire

VINNY VUCAGO  |  MONDAY, 18 MAY 2026
... and will lead North's national business development strategy as the platform sharpens it focus on adviser growth and client outcomes. The appointment follows the addition of eight new business managers to North's national sales team earlier this ...

Plato launches global shares ETF

MATTHEW WAI  |  MONDAY, 18 MAY 2026
Plato Investment Management is broadening access to its Plato Global Shares Income Fund with the launch of an active ETF version on the ASX, marking its third investment solution on the exchange. The Plato Global Shares Income Fund - Active ETF (ASX ...