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Showing 121 - 130 of 19921 results for "CLI"

Core-satellite models can only be effective with purpose: Vanguard

MATTHEW WAI  |  WEDNESDAY, 29 APR 2026
A new report demonstrates financial advisers continue to favour the core-satellite investment methodology, but without structural and disciplined approaches, it can lead to a raft of unintended risks. The Vanguard Adviser Portfolio Trends Report 2026 ...

UBS Global Wealth Management wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 APR 2026
UBS Global Wealth Management (UBS GWM) has been awarded an investment adviser mandate by the Peter MacCallum Cancer Foundation for the third time running. Peter MacCallum Cancer Foundation chief executive Craig Connelly said the long-standing partnership ...

Generation Life reports cyber attack

KARREN VERGARA  |  TUESDAY, 28 APR 2026
Generation Life is the victim of a cyber incident that involved a bad actor attempting unauthorised access via its third-party service provider, which has now been "contained". "At this stage, there has been no evidence of impact on Generation Life's ...

ETF Shares to launch two ETFs on ASX

MATTHEW WAI  |  TUESDAY, 28 APR 2026
ETF Shares is launching two new ETFs, providing investors with exposure to resource and commodity companies globally, expanding its product suite to five ETFs. The ETFS Global Lithium Miners ETF (ASX: VOLT) and the ETFS Global Pure Play Copper Miners ...

Former adviser takes on investment role

MATTHEW WAI  |  TUESDAY, 28 APR 2026
Aequitas Investment Partners has welcomed a seasoned financial adviser to the role of head of investment delivery to continue to bolster its investment and governance capabilities. In her new role, Allirah Rehac will be responsible for portfolio implementation ...

IFM Investors makes $7bn bid for Atlas Arteria

ELIZA BAVIN  |  TUESDAY, 28 APR 2026
IFM Investors has launched a hostile takeover bid for Atlas Arteria, valuing the toll road operator at around $7 billion. The bid was launched by Diamond Infraco 1, a wholly owned subsidiary of the IFM Global Infrastructure Fund, which already holds ...

Unprecedented times need growth and resilience: SIAA

KARREN VERGARA  |  FRIDAY, 24 APR 2026
During unprecedented times, it is important for the financial services industry to balance growth and resilience amid regulatory reforms, the rise of artificial intelligence and an ever-changing geopolitical landscape, according to the Stockbrokers ...

Why advisers should enter world of exit planning

MATTHEW WAI  |  FRIDAY, 24 APR 2026
With more Baby Boomers reaching retirement age, many business owners are urgently looking for the exit but finding they've left their planning too late. Their dilemma is a ripe opportunity for financial advisers. Speaking to Financial Standard, Exit ...

Prime Super awards mandate to boutique manager

ELIZA BAVIN  |  FRIDAY, 24 APR 2026
Prime Super has expanded its roster of domestic investment managers, awarding a new Australian equities mandate to Merlon Capital Partners. The $8 billion fund will utilise Merlon's Concentrated Australian Share strategy, which focuses on high conviction ...

ASIC reviews AFSLs over finfluencer concerns

ELIZA BAVIN  |  FRIDAY, 24 APR 2026
ASIC has issued warning notices to four finfluencers suspected of providing unlicensed financial advice or engaging in misleading or deceptive conduct, as well as commencing a review of several licensees and their supervision of 15 finfluencers operating ...