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Showing 951 - 960 of 16383 results for "Client"

Zenith to farewell co-founder, managing director

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
Zenith co-founder David Wright and managing director Jason Huddy will leave the firm, saying their ambitions for the business no longer match those of owner FE fundinfo. The research house confirmed Huddy will exit the firm in July, shortly before Wright ...

Former Sydney adviser sentenced to three years

MATTHEW WAI  |  MONDAY, 19 MAY 2025
... purported to authorise withdrawals from their Wealthtrac superannuation accounts. ASIC said Valvo had created fictitious client file notes allegedly detailing conversations which purported to record some of his clients' consent to his withdrawal of the ...

Former adviser accused of theft loses lengthy extradition fight

JAMIE WILLIAMSON  |  FRIDAY, 16 MAY 2025
... conduct that was misleading or deceptive. ASIC alleged Pearson created documents to disguise the fact she was funnelling client money into a bank account held in her company's name, Colisa, without their knowledge. It also alleged she misled her ...

Dexus accused of breaching confidentiality in airport stake sale

ANDREW MCKEAN  |  FRIDAY, 16 MAY 2025
Dexus, the trustee and manager of a 27% stake in Australia Pacific Airports Corporation (APAC) - the owner of Melbourne and Launceston airports - on behalf of various investors (the Dexus Bloc), is facing allegations from the APAC board of breaching ...

Patience urged over 'shortsighted' super tax

ELIZA BAVIN  |  FRIDAY, 16 MAY 2025
The SMSF Association (SMSFA) is repeating calls for the government to address "catastrophic" flaws in its proposed superannuation tax. SMSFA chief executive Peter Burgess said the critical flaw in the proposed tax is its calculation of investment earnings ...

Jarden Strengthens advisory team with Rothschild exec

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
Jarden has nabbed a Rothschild & Co heavyweight to further bolster its trans-Tasman strategic advisory business. Sam Prentice has joined the trans-Tasman stockbroker as a managing director. Jarden said he has been instrumental in building Rothschild's ...

Global X snaps up executive from AMP's North platform

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
... to lead the expansion in Western Australia and South Australia. Based in Perth, Knight will work with the intermediary client segment, including financial planners, wealth managers and stockbrokers. Knight's appointment is a sign of the firm's ...

Hearts & Minds appoints operating chief

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
... Before working with wealth management firms at Livewire as a partnerships manager, she did a two-year stint at Iress as a client account manager following five years at UBS in a cash equities support role. Hearts and Minds focuses on generating long-term ...

Analyst promotions: Frontier, Fidelity, ART

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
... developments and conducted population forecasting and demand modelling to support site acquisition. Her work also involved client-facing tasks, including tender preparation and project coordination. Before that, Darwis worked at Jones Lang LaSalle building ...

Insignia lost a suitor, but takeover isn't off the table: Morningstar

ANDREW MCKEAN  |  THURSDAY, 15 MAY 2025
... fundamentals improving, with better profitability from cost reductions, moderating new outflows, and the compounding of client funds," it said. Morningstar, despite lowering its fair value estimate for "no-moat" Insignia, still sees an even chance of ...