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Showing 171 - 180 of 19931 results for "CLI"

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 ...

Charter Hall secures $1.2bn mandate

ELIZA BAVIN  |  THURSDAY, 9 APR 2026
Charter Hall has secured a $1.2 billion diversified property mandate with an existing institutional client. "Charter Hall is pleased to be appointed to manage this $1.2 billion diversified direct property mandate," Charter Hall chief executive David ...

FEATURE: Global equities | Triaging tech's second act

RIDDHIMA TALWANI  |  WEDNESDAY, 8 APR 2026
"I think the odds are on our side." That was the message from Anthropic chief executive Dario Amodei at the World Economic Forum in Davos, as the race for global dominance in artificial intelligence (AI) gains historic pace. Anthropic is building the ...

VFMC names head of portfolio strategy

RIDDHIMA TALWANI  |  WEDNESDAY, 8 APR 2026
Victorian Funds Management Corporation (VFMC) has appointed KC Low as its head of portfolio strategy and asset allocation on a permanent basis. KC took over the role for an interim term in July last year following the departure of VFMC's head of ...

ASIC bans another MWL adviser

RIDDHIMA TALWANI  |  WEDNESDAY, 8 APR 2026
ASIC has banned another MWL financial adviser David Lofthouse for three years for advising clients to invest at least 75% of their superannuation savings into the High Growth or Growth class of the Shield Master Fund. ASIC said Lofthouse gave six clients ...

Coinbase receives AFSL, plans product expansion

MATTHEW WAI  |  WEDNESDAY, 8 APR 2026
Coinbase Australia, a subsidiary of Coinbase Global, has been granted an Australian financial services licence (AFSL), as the crypto exchange looks to expand into traditional financial products leveraging digital asset infrastructure. Shortly after ...

Australian Ethical launches climate-focused private markets fund

MATTHEW WAI  |  WEDNESDAY, 8 APR 2026
Australian Ethical has launched a new fund for wholesale investors to access institutional grade private markets investments, with a cornerstone commitment of up to $125 million from the Clean Energy Finance Corporation (CEFC). CEFC's commitment to ...

Treasury proposes lead generator, super switching reforms

KARREN VERGARA  |  WEDNESDAY, 8 APR 2026
Treasury is proposing a barrage of reforms that will curb dubious lead generator and superannuation switching activities and make platforms more accountable for the products they offer members. The Enhancing member protections in the superannuation ...