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Showing 1171 - 1180 of 19967 results for "CLI"

AllianzGI appoints public and private markets lead

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
Allianz Global Investors has named a head of private and public markets after splitting the global head of investment role. The leadership shake-up follows the retirement of the firm's head of investments, Deborah Zurkow, who announced her retirement ...

Australian Ethical hires ESG heavyweight

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
Australian Ethical Investment has added another sustainable investment professional to its team as it continues to attract more capital. The fund has hired Dan Simpson as a sustainable and impact specialist and the link between the business's investment ...

Blue Owl completes local private wealth team

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
Blue Owl Capital, one of Wall Street's largest alternative asset managers, continues to add to the local headcount. Not quite nine months after PIMCO's John Valtwies joined Blue Owl as a principal, Larry Francis has come on board from Bentham ...

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
Financial advisers can provide greater value over time, but it does not guarantee retention of their client base, Netwealth found through new research. According to the latest Netwealth IQ report, clients find more value in an adviser over longer periods. ...

Regal writes off Opthea, FUM takes 8% hit

KARREN VERGARA  |  THURSDAY, 10 APR 2025
Regal Partners has written off its entire investment in Opthea, which contributed to funds under management (FUM) taking an 8.3% hit in the March 2025 quarter. Regal ended up with $16.5 billion as total FUM suffered a $540 million loss stemming from ...

Janus Henderson to take on $75bn fixed income portfolio

ELIZA BAVIN  |  WEDNESDAY, 9 APR 2025
Janus Henderson has entered a strategic partnership with The Guardian Life Insurance Company of America (Guardian) to manage its $75 billion (US$45 billion) investment grade public fixed income portfolio. As part of the partnership, Guardian investment ...

Three AFS licensees pinged over compliance breaches

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
Three AFS licensees - Australian Advice Network, IA Advice, and Sherrin Partners Services - have copped infringement notices from ASIC after their financial advisers provided personal advice while unregistered. Each licensee paid a $31,300 penalty in ...

AIOFP partners with fintech firm to offer white-labelled digital advice

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
The Association of Independently Owned Financial Professionals (AIOFP) has partnered with fintech firm moneyGPS, which will provide its digital advice platform to the advice association's 120 AFSL members and 5000 financial advisers. Through the partnership ...

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
Fitzpatricks Group appointed a head of product from Colonial First State (CFS) as it bolsters its investment products and services to financial advisers and their clients. Andrew Chapple joins Fitzpatricks in the newly created role based in Sydney. ...

Which fund managers are making the most from investor fees?

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
Data analysis reveals the Australian fund managers that generated the most fees last year. The rankings were derived from an analysis of Morningstar's database of fund managers, with annual fee revenue determined by a fund's size multiplied by the Total ...