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Showing 231 - 240 of 19921 results for "CLI"

FNZ appoints leads for APAC, North America

KARREN VERGARA  |  WEDNESDAY, 11 MAR 2026
FNZ has made key appointments to its executive team that include two new Sydney-based leads for the Asia Pacific and North America regions. Peter Hiom was promoted to group head of Asia Pacific. He will retain the role of group head of markets. Hiom ...

Interprac sues AFCA over Shield determination

JAMIE WILLIAMSON  |  TUESDAY, 10 MAR 2026
Interprac Financial Planning has commenced Federal Court proceedings against the Australian Financial Complaints Authority (AFCA), believing it has not been treated fairly. Sequoia Financial Group, Interprac's parent company, said the case relates ...

European asset manager selects Sodor Capital as local distributor

RIDDHIMA TALWANI  |  TUESDAY, 10 MAR 2026
Praemia REIM, a European real estate investment manager, has chosen Sodor Capital to distribute its strategies to local high-net-worth and institutional investors. Praemia REIM is Europe's largest healthcare real estate manager, with $29.6 billion (€18bn) ...

Infocus reinforces focus on adviser support, governance with new hire

MATTHEW WAI  |  TUESDAY, 10 MAR 2026
Infocus has named its head of professional standards, hiring from Count. Phil Creswell has joined the national advice group, where he will oversee adviser audits, quality advice coaching, business health checks and adviser support, helping to ensure ...

Brisbane financial adviser appears in court on dishonesty charges

RIDDHIMA TALWANI  |  TUESDAY, 10 MAR 2026
Brisbane financial adviser Sunny Mahendra Prakash appeared in the city's Magistrates Court on March 6 to face multiple charges of dishonesty offences. Prakash is a director of Principal Financial Services, Self-Managed Super, Provest Enterprises, and ...

Former MWL Financial adviser banned for six years

ELIZA BAVIN  |  TUESDAY, 10 MAR 2026
ASIC has banned Melbourne-based financial adviser Raluca Terheci from providing financial services, controlling an entity that carries on a financial services business or performing any function involved in the carrying on of a financial services business ...

Top investment teams built on diverse views, transparency

KARREN VERGARA  |  MONDAY, 9 MAR 2026
Successful female fund managers thrive in investment teams that are built on diverse views, trust and transparency, which are equally important in the companies they invest in. Looking at the progress of gender parity in wealth management, top female ...

Product showcase: Follow the leaders

STAFF WRITER  |  MONDAY, 9 MAR 2026
Brought to you by Ziller Funds Management. Founder-led companies have historically outperformed - it's been established many times over through both industry and academic research. In perhaps one of the most notable examples, having observed that ...

Morgan Stanley sheds 2500 global roles

KARREN VERGARA  |  FRIDAY, 6 MAR 2026
Morgan Stanley is shedding 2500 jobs across its global workforce, affecting many in the investment banking, wealth management and investment management divisions. As first reported overnight by the Wall Street Journal, roles from front office to the ...

GSFM appoints two new executives

ELIZA BAVIN  |  FRIDAY, 6 MAR 2026
GSFM has appointed two senior executives to new roles, in response to a period of rapid growth for the firm as well as increased regulatory requirements, the fund manager said. Stuart Osborne has been appointed chief operating officer and will join ...