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Showing 941 - 950 of 16383 results for "Client"

Mason Stevens welcomes chief strategy officer

JAMIE WILLIAMSON  |  THURSDAY, 22 MAY 2025
Morgan Stanley's former family office head is now leading strategy for Mason Stevens, as it looks to push into the ultra-high-net-worth space. Peter Mermelas has been appointed chief strategy officer at Mason Stevens. He's tasked with identifying and ...

Former director sentenced over 'test' trading accounts

MATTHEW WAI  |  THURSDAY, 22 MAY 2025
A former financial services director, who dishonestly obtained near $1 million by tricking his clients into investing into a "test" trading platform, has had his sentence handed down. Mark Francis McCabe was sentenced to four years and three months' ...

DASH partners with S64

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
... private markets, multi-jurisdictional regulatory reporting and customised private market product solutions for a range of client segments - from family offices through to retail investors. "Our partnership with S64 is an exciting milestone for DASH. ...

MA Financial eyes acquisition

ELIZA BAVIN  |  WEDNESDAY, 21 MAY 2025
MA Financial has confirmed it is in talks to acquire IP Generation (IPG), a real estate asset manager with around $2 billion in assets under management (AUM). "MA Financial has a longstanding relationship with IPG, having provided property management ...

MLC Expand reduces fees

MATTHEW WAI  |  WEDNESDAY, 21 MAY 2025
... $100,000, with the most significant reductions applied to balances between $200,000 and $800,000. "For an Expand Extra client with an account balance of $250,000 it means a saving of more than $330 per annum on the current disclosed fees, representing ...

Bell Asset Management names head of retail sales

MATTHEW WAI  |  WEDNESDAY, 21 MAY 2025
... respected figure" in the industry and said he will be instrumental in sharpening its focus on delivering market-leading client outcomes. "His appointment is a strategic move that supports our goal of delivering a best-in-class adviser experience, and ...

Stockbroking faces 'perception problem'

ELIZA BAVIN  |  TUESDAY, 20 MAY 2025
... in The Wolf of Wall Street, while the term "adviser" is met with friendly conversations between a professional and their client with more female representation. As a result, Clifford said it was important to encourage more female representation in the ...

Scrutiny, costs major hurdles to boosting IPOs

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
Increased scrutiny and costs are just some of the challenges facing listed companies and forcing private companies to stay private for longer. According to Australasian Investor Relations Association chief executive Ian Matheson, there are four main ...

Wealth management has never looked better: Knox

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
... this. "Typically, financial planners are charging a minimum of $3000, more likely starting at $5000 and often $20,000 per client. The consequence and conundrum of that is you can only handle so many clients... and that particular side of the industry ...

Alternatives spark 'real' opportunities for HNW advisers

MATTHEW WAI  |  TUESDAY, 20 MAY 2025
There are an increasing number of high-net-worth (HNW) investors using alternative assets to diversify, protect against inflation and lessen returns related to the public markets, with Praemium saying advisers should look to capitalise from this trend. ...