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Showing 71 - 80 of 16719 results for "Client"

ASIC bans 14th adviser from MWL

MATTHEW WAI  |  MONDAY, 19 OCT 2026
ASIC has banned yet another former financial adviser from MWL Financial Services, bringing its total adviser bans - according to public records - to 14. ASIC has banned Pardeep Singh from providing financial services for four years, after finding he ...

Praemium's new leadership toughens earnings yardstick

RIDDHIMA TALWANI  |  FRIDAY, 16 OCT 2026
Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders. Late September ...

Euroz Hartleys names chief executive

MATTHEW WAI  |  FRIDAY, 16 OCT 2026
Euroz Hartleys Group has named a new chief executive, commencing October 26. Alan Logan will join Euroz Hartleys to lead the business, as both executive chair Andrew McKenzie and managing director Tim Bunney will transition to the capital markets business ...

Australian Ethical FUM drops by $70m

RIDDHIMA TALWANI  |  FRIDAY, 16 OCT 2026
... of the financial year. The ethical fund manager said wholesale redemptions outweighed the inflows from new products and client wins. Net flows into the superannuation business, however, rose to $130 million for the quarter, up on the corresponding period ...

Integro appoints first Queensland private wealth adviser

VINNY VUCAGO  |  FRIDAY, 16 OCT 2026
... as a senior financial adviser. His experience spans financial planning, investment strategies, retirement planning and client relationship management. He said he was looking forward to joining the business as it continues to expand. "I'm excited to be ...

Advice firms lacking AI integration: Iress

VINNY VUCAGO  |  FRIDAY, 16 OCT 2026
... capacity, suggesting productivity improvements could support growth if firms can convert efficiency gains into additional client-facing time.

Macquarie wealth investment chief to depart

MATTHEW WAI  |  FRIDAY, 16 OCT 2026
Macquarie chief investment officer for wealth will take on a new role at a New Zealand-based investment management firm after serving in the position for close to three years. Paul Huxford has been announced as the next chief investment officer at Fisher ...

Hamilton Lane names new co-chief executive

ELIZA BAVIN  |  FRIDAY, 16 OCT 2026
... board since 2004. Hamilton Lane said during his time with the firm, Rogers has played a significant role in investing and client relationship activities, as well as in strategic and organizational development, leveraging his experience in and knowledge ...

Betashares-backed MA appoints head of adviser engagement

STAFF WRITER  |  THURSDAY, 15 OCT 2026
The financial adviser who helped set up Aon's wealth management business in Singapore lends her expertise in a newly-created role at Trellia Wealth Partners. Belinda Barclay has been appointed head of adviser engagement at Trellia Wealth Partners ...

SILC partners with Totality to give clients brokage access

RIDDHIMA TALWANI  |  THURSDAY, 15 OCT 2026
Wholesale trustee The SILC Group (SILC) has partnered with brokerage firm Totality to provide its equity fund manager clients with access to institutional-grade prime brokerage services. Under the agreement, Totality will provide execution, custody ...