Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 71 - 80 of 16365 results for "Client"

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 ...

InterPrac targets First Guardian victim, disputes AFCA ruling

KARREN VERGARA  |  FRIDAY, 15 MAY 2026
InterPrac Financial Planning is taking action against a former client and victim of the First Guardian Master Fund collapse for an Australian Financial Complaints Authority (AFCA) determination it is vehemently contesting. The new proceeding comes off ...

WAM offers global real assets exposure via new offering

MATTHEW WAI  |  FRIDAY, 15 MAY 2026
Wilson Asset Management (WAM) has launched a real assets fund, providing investors with exposure to assets, including natural capital like water, agriculture and timber. The Wilson Asset Management Real Assets Fund (WRAF) will partner with specialist ...

Channel Capital appoints distribution director

STAFF WRITER  |  THURSDAY, 14 MAY 2026
... on traditional and alternative strategies. He was also at Lonsec Investment Research as an investment analyst and in a client-facing role at Shadforth Financial Group (Insignia Financial) previously. "Xavier brings exactly the right attributes and mindset ...