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Showing 801 - 810 of 16719 results for "Client"

The shifting role of custodians in the financial ecosystem: ACSA

ANGELIQUE MINAS  |  THURSDAY, 4 DEC 2025
... shifted from back-office operators to heavily relied-upon strategic partners. Providers are becoming deeply embedded in client operating models and front-office decision making, it said. The research also indicated that clients are demanding a wider ...

Knight Frank launches private office in Australia

RIDDHIMA TALWANI  |  THURSDAY, 4 DEC 2025
Knight Frank has launched a private office in Australia to provide property-related advice from acquisition and sales to investment strategy, across every real estate sector. Working exclusively with high-net-worth individuals (HNWIs), family offices ...

T. Rowe Price appoints head of institutional distribution

ANGELIQUE MINAS  |  WEDNESDAY, 3 DEC 2025
... expanded role is effective January 2026. In her new position, Crowe will be responsible for leading a team of institutional client-focused professionals towards enhanced client partnerships and the development of new relationships in Australia and New ...

Super funds most relied upon for advice: Survey

MATTHEW WAI  |  WEDNESDAY, 3 DEC 2025
Australians continue to seek advice from their super funds but struggle to know exactly when they can retire, an MFS Investment Management survey found. The 2025 MFS Global Retirement Survey - studying some 1000 participants across Australia, Canada ...

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
... compelling strategic opportunity, being located in high-growth corridors. "Sydney Financial Planning has a loyal engaged client base, a strong brand and reputation, and a robust, client-centric advice model that has been developed and refined for over ...

Tyndall Asset Management calls time

KARREN VERGARA  |  TUESDAY, 2 DEC 2025
Tyndall Asset Management confirmed it will close its doors early next year following a mandate loss, saying the decision "reflects current dynamics in Australian large cap value equities" and its market position. Australian equities specialist Tyndall ...

Fidelity launches research-driven global equities fund

RIDDHIMA TALWANI  |  TUESDAY, 2 DEC 2025
Fidelity International has launched a research-driven equities strategy, the Fidelity Research Global Equities Fund, giving investors access to its analysts' best stock picks. The fund is a repurposing of the Fidelity Global Demographics Fund, with ...

Royal London AM launches four new funds locally

ELIZA BAVIN  |  TUESDAY, 2 DEC 2025
Royal London Asset Management has announced the launch of four new funds for Australian investors, with Equity Trustees as responsible entity. Royal London Asset Management manages $378 billion for clients in the UK and select international locations ...

More than 2000 advisers at risk as deadline looms

JAMIE WILLIAMSON  |  MONDAY, 1 DEC 2025
Just one month out from the qualification deadline, some 2326 financial advisers are still yet to meet the standard, says ASIC. As at November 20, there were 15,469 relevant providers listed on the Financial Advisers Register. Of these, 7959 hold an ...

Advisers acquired 300k new clients in 2025: Report

KARREN VERGARA  |  MONDAY, 1 DEC 2025
... years, an Investment Trends report shows. The 2025 Financial Advice Report found that after several years of decline in client acquisition, the trend has finally shifted The latest figures are not as high as 2022's figure of 500,000 new clients acquired. ...