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Showing 791 - 800 of 16380 results for "Client"

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2025
... in the financial planning sector. He pointed out that of the 15,000-plus registered financial advisers, only 12,000 are client-facing to service approximately 12 million advice-ready Australians. The sector needs to move from an industry average ratio ...

Australian Ethical PM departs

ELIZA BAVIN  |  THURSDAY, 24 JUL 2025
Australian Ethical Investment has announced the resignation of portfolio manager Andy Gracey, following 20 years of service, leadership and founding management of its Emerging Companies Fund. Gracey will transition portfolio responsibility to head of ...

Investments, advice complaints jump 18%

KARREN VERGARA  |  WEDNESDAY, 23 JUL 2025
Investments and financial advice complaints jumped 18% in the 2025 financial year, thanks to the failures of United Global Capital, Shield Master Fund, First Guardian Master Fund and Brite Advisors. This is according to the Australian Financial Complaints ...

Praemium reports FUA increase to $64.3bn

ELIZA BAVIN  |  TUESDAY, 22 JUL 2025
... advisers. "The rate of outflow from transitioning advisers slowed materially in the second half of FY25, albeit one large client transition occurred late in the year and increased the June outflow numbers," Wamsteker said. Wamsteker said Praemium's Scope+ ...

Insignia accepts CC Capital bid

ELIZA BAVIN  |  TUESDAY, 22 JUL 2025
Insignia Financial has entered into a Scheme Implementation Deed (SID) to be acquired by New York-based CC Capital Partners for a value of $3.3 billion. CC Capital has agreed to acquire all the issued shares in Insignia for a cash consideration of $4.80 ...

SS&C to take over Calastone for $1.6bn

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
SS&C Technologies Holdings is set to acquire Calastone for nearly $1.6 billion (£766m) upon Carlyle Group announcing it will divest the majority stake it bought in 2020. Upon completion of the deal, which is expected to be in the final quarter of 2025 ...

Macquarie AM acquires European student accommodation platforms

MATTHEW WAI  |  TUESDAY, 22 JUL 2025
Macquarie Asset Management (MAM) has signed an agreement to acquire and combine two specialist platforms - MILESTONE and BaseStack Living - to expand its presence into the European purpose-built student accommodation (PBSA) sector. The acquisitions ...

ASIC sues Fortnum Private Wealth

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
... include records where FPW had delivered the advice." Brown went on to say that regulatory reporting of the incident and any client remediation was completed in a timely manner. "There was no client financial loss detected; however, we sincerely regret ...

Bennelong launches Allspring Global Income Fund

MATTHEW WAI  |  MONDAY, 21 JUL 2025
... that best caters for the evolving needs of investors across all asset classes." Meanwhile, Allspring head of international client group Andy Sowerby believes the "dynamic allocation" strategy the fund possesses can navigating through market volatility. ...

North inflows jump 60%

KARREN VERGARA  |  MONDAY, 21 JUL 2025
AMP's North platform saw net inflows jump 60% in the last financial year, with $1.7 billion of client money reported in the June quarter. Total assets under management (AUM) for the platforms business, which includes Asgard platform products issued ...