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Showing 1231 - 1240 of 19975 results for "CLI"

My Dealer Services partners to enhance adviser education

MATTHEW WAI  |  TUESDAY, 25 MAR 2025
The Sydney-based firm has secured access to Colonial First State's (CFS) FirstTech division for the more than 400 financial advisers within its network. The educational partnership provides My Dealer Services (MDS) adviser members with the "most up ...

New impact fund backs marginalised female entrepreneurs

ANDREW MCKEAN  |  MONDAY, 24 MAR 2025
Social purpose organisation Good Return has launched its second impact fund, aimed at supporting marginalised female entrepreneurs across the Asia-Pacific region. The evergreenfund is seeking to raise $10 million from Australian wholesale investors ...

Oreana targets early education assets with new fund

MATTHEW WAI  |  MONDAY, 24 MAR 2025
Following its expanded footprint in Australia, the property development and investment firm has launched a new fund targeting early education properties for wholesale and institutional investors. The fund is seeking an initial capital raise of $60 million ...

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
The long-awaited Tranche 2 of the Delivering Better Financial Outcomes draft package has been released, switching Statements of Advice for Client Advice Records and clarifying what topics super funds can collectively charge for. However, some elements ...

Vanguard ETFs record most consistent monthly net flows: Research

ANDREW MCKEAN  |  FRIDAY, 21 MAR 2025
Vanguard ETFs have recorded the most consistent inflows of any manager over the past two years, according to Rainmaker Information. Over the two years to December 2024, monthly net flows to its ETFs showed an autocorrelation of 0.59 - a statistical ...

Perpetual Private awards $60m mandate

ELIZA BAVIN  |  FRIDAY, 21 MAR 2025
Perpetual Private has added the Osmosis Resource Efficient Core Equity Fund to its multi-asset, multi-manager programme, with an initial allocation of $60 million. The Osmosis Core Equity Fund targets a better risk-adjusted return than the MSCI World ...

Iress enhances US equity market data feed with Cboe

MATTHEW WAI  |  FRIDAY, 21 MAR 2025
Iress' in-house application programming interface (API) technology QuantHouse is collaborating with Cboe Global Markets to increase its US equity market data offering through the Cboe One Feed. The Cboe One Feed, available for all QuantHouse clients ...

JANA hires Mercer principal

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
JANA Investment Advisors has welcomed a new senior investment consultant to bolster its wealth business. The consultant said David Wilson's appointment reflects the increasing demand for sophisticated investment solutions in the wealth sector. As ...

Frontier promotes staffers

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
Frontier Advisors has promoted three of its team and added an analyst to its growing research pool. Cathryn Goh and Uday Bachan have been elevated to the role of consultant from their prior positions of associate. Bachan, who started at the firm four ...

WTW welcomes investment chief

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
WTW has promoted its deputy chief investment officer to the top investment job, succeeding Craig Baker who is now tasked with pursuing fresh opportunities. Baker, a 30-year veteran of the company, has been appointed chief investment strategist. Baker ...