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Showing 151 - 160 of 19918 results for "CLI"

AZ NGA acquires Tasmanian advice firm

RIDDHIMA TALWANI | TUESDAY, 14 APR 2026

AZ NGA has acquired Hobart-based financial advisory firm Foundation Wealth Advisers (FWA). FWA specialises in advice for retirees and pre retirees across Hobart and surrounding regions. It is led by principal and private client advisers Stuart Bale ...

Ausbil strengthens distribution ranks

STAFF WRITER | TUESDAY, 14 APR 2026

Ausbil Investment Management appointed Rob Lester as business development manager for NSW and ACT. With more than 10 years of experience in retail distribution, equities research and client advisory, Lester will be responsible for servicing wholesale ...

ASIC acts against another former FSGA adviser

JAMIE WILLIAMSON | MONDAY, 13 APR 2026

An adviser that ASIC said was experienced enough to know better than to advise clients to invest in Shield and First Guardian has been banned for five years. Shane Monte Silva failed to act in certain clients' best interests when he told them to switch ...

Magellan shareholders say yes to Barrenjoey takeover

RIDDHIMA TALWANI | MONDAY, 13 APR 2026

Magellan Financial shareholders have approved the takeover of Barrenjoey at an implied valuation of $1.6 billion. Magellan first announced the merger in early March, noting Brian Benari will become the group chief executive under the new entity. Sophia ...

Aussies remain 'positive' about retirement: Challenger

MATTHEW WAI | MONDAY, 13 APR 2026

Despite a slight improvement in retirement sentiment, Challenger believes better access of financial education among older Australians, particularly regarding lifetime income stream strategies, will be beneficial to retirees. The third annual Challenger ...

ASIC bans former adviser Rhys Reilly for 10 years

KARREN VERGARA | MONDAY, 13 APR 2026

Former financial adviser Rhys Reilly has been banned from working in financial services for 10 years for "serious misconduct" in which he flogged the First Guardian Master Fund in return for conflicted remuneration. ASIC's investigation into Reilly ...

Regal Partners appoints chair-elect

RIDDHIMA TALWANI | MONDAY, 13 APR 2026

Regal Partners has appointed Peter Yates as the chair-elect and independent non-executive director of the board, effective today. Yates will still stand for election at Regal Partners' annual general meeting (AGM) on May 28, in a bid to assume the role ...

Five promoted at Frontier Advisors

JAMIE WILLIAMSON | THURSDAY, 9 APR 2026

Five consultants at Frontier Advisors have been recognised in its mid-year promotions. Head of investment governance Sarah Cornelius has been promoted to principal consultant. She has over 15 years' experience at Frontier, having joined in 2010 as an ...

Former Venture Egg adviser permanently banned

JAMIE WILLIAMSON | THURSDAY, 9 APR 2026

A financial adviser who allowed others to provide Statements of Advice (SOAs) in his name and was actively involved in the dodgy referral processes that led to significant client losses due to the Shield and First Guardian collapses is now banned. Aristotle ...

Macquarie-backed IDA sets up $150m credit warehouse

RIDDHIMA TALWANI | THURSDAY, 9 APR 2026

IDA, a specialist real estate private credit and investment manager backed by Macquarie Asset Management, has established a $150 million senior credit warehouse to support investments. UBS has provided the senior financing to the facility. IDA is backed ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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