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Showing 831 - 840 of 16719 results for "Client"

T. Rowe and Oak Hill launch flexible credit income fund

RIDDHIMA TALWANI  |  MONDAY, 24 NOV 2025
T. Rowe Price and Oak Hill Advisors (OHA) have launched the Flexible Credit Income Fund AUD (OFLEX AUD), specifically designed for wholesale investors. OFLEX AUD leverages OHA's best ideas, seeking to deliver income by lending primarily to large cap ...

Advisers want to boost client book by 36%: CFS

KARREN VERGARA  |  MONDAY, 24 NOV 2025
... strategic priority for most advice firms, with the majority focused on simplifying operations and increasing revenue per client over the next three years. "Many see platforms playing an essential role in expanding their operational capacity, and want ...

Advisers may be caught by new AML/CTF reforms: Expert

MATTHEW WAI  |  FRIDAY, 21 NOV 2025
... this regime is arranging for your clients to receive another designated service," Derham said. "You are arranging for your client by filling out forms to help them receive their data service from somebody else." However, if an adviser can access clients' ...

Ditch cash, curb emotionally led investing: Expert

KARREN VERGARA  |  FRIDAY, 21 NOV 2025
The opportunity costs of leaving cash in a savings account are too high as financial advisers can do more to help manage clients' emotional responses when it comes to taking higher risks with their money, a behavioural finance expert said. At the ...

RAM hires real estate lead

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
... Australia's largest healthcare deals. Before spending five years at Dexus, Websdale was head of property at Heathley, a private-client real estate fund manager, and general manager of office and industrial at Stockland. Earlier in his career, he ...

Privity adds to sales team

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
... income solutions and adviser engagement, Philips has built a strong reputation for helping advisers construct resilient client investment strategies and navigate complex market environments. "Privity's disciplined approach to originating, structuring ...

Sequoia boasts of 'good governance' despite ASIC action

JAMIE WILLIAMSON  |  THURSDAY, 20 NOV 2025
... conflicted payments or to the significant inflows going into Shield and First Guardian, and did not respond adequately to client complaints. In announcing it would defend the proceedings, Sequoia referred to the matters as "historic events" and said ...

FAAA Award winners announced

ANGELIQUE MINAS  |  THURSDAY, 20 NOV 2025
... not only clearly demonstrated a level of technical excellence, incorporating engagement with all the professionals in a client's life, but he also showed great empathy and professional judgement to adapt and deliver client first advice in times of considerable ...

Talent crunch lifts base salaries for advisers: Kaizen

RIDDHIMA TALWANI  |  THURSDAY, 20 NOV 2025
... advice remains strong. "The current talent pool is notably thin especially for advisers with portable books and strong client servicing or paraplanning backgrounds," the report read. "The talent shortage is driving super funds to expand teams to ensure ...

Conaghan holds ASIC accountable for Shield, First Guardian mess

KARREN VERGARA  |  THURSDAY, 20 NOV 2025
The shadow minister for financial services Pat Conaghan has thrust ASIC front and centre of the First Guardian and Shield Master Fund collapses, saying it should take accountability for its delayed action and it is high time for its reformation. Conaghan ...