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Showing 361 - 370 of 19948 results for "CLI"

Former AMP adviser banned over false documents

JAMIE WILLIAMSON  |  THURSDAY, 5 FEB 2026
A Melbourne-based financial adviser is permanently banned from the industry after signing documents on clients' behalf without their knowledge. Patrick Nong was found to have engaged in conduct in misleading or deceptive conduct in relation to a financial ...

Betashares, VanEck add to product lineups

JAMIE WILLIAMSON  |  THURSDAY, 5 FEB 2026
Betashares has launched its second momentum ETF, while VanEck added its first cash offering. Betashares expanded its smart beta range this week with the addition of the Betashares Global Momentum ETF (ASX: GTUM), which it said will provide investors ...

BTC Markets names chief executive

ANGELIQUE MINAS  |  THURSDAY, 5 FEB 2026
BTC Markets has announced two senior leadership appointments, including Lucas Dobbins as chief executive and board director, and Paul Stonham as chief commercial officer. After more than seven years with BTC Markets, Dobbins leaves his position as chief ...

Advisers need more support: FAAA submission

ANGELIQUE MINAS  |  THURSDAY, 5 FEB 2026
In a pre-Budget submission, the Financial Advice Association Australia (FAAA) has proposed five key recommendations to increase the number of advisers and cut through regulatory red tape, while supporting consumer protections. The FAAA urged the federal ...

Petra Capital fined over misreporting of 15k trades

MATTHEW WAI  |  THURSDAY, 5 FEB 2026
Sydney-based stockbroking firm Petra Capital has been fined $205,350 by the Markets Disciplinary Panel (MDP) for misreporting information on 3632 orders. The MDP found that Petra had breached the market integrity rules by failing to provide accurate ...

IFM Investors hires global investment research lead

JAMIE WILLIAMSON  |  WEDNESDAY, 4 FEB 2026
IFM Investors added its first global head of investment research, based in Melbourne. Jeff Chee has been named in the newly created role, joining after more than 25 years at Willis Towers Watson. He will be responsible for IFM's investment research ...

AZ NGA names chief operating officer

ANGELIQUE MINAS  |  WEDNESDAY, 4 FEB 2026
AZ NGA has named Nathan Jacobsen as chief operating officer, recruiting internally from his position as chief executive at AZ NGA-backed outsourcing specialist Vital Business Partners (VBP). Prior to this role, Jacobsen served in multiple executive ...

WT Financial Group clear on 2026 strategy, rebrands retail advice arm

MATTHEW WAI  |  WEDNESDAY, 4 FEB 2026
While the ASX-listed financial advice group is staying firm on its objectives for 2026, it has refreshed the identity of its consumer advice business, signalling an evolution is underway. WT Financial Group founder and managing director Keith Cullen ...

ISS MI acquires Family Office Access

STAFF WRITER  |  WEDNESDAY, 4 FEB 2026
ISS Market Intelligence (ISS MI) has acquired Family Office Access in a move that expands and strengthens its data and analytics offerings to wealth managers, insurers and advisers. Family Office Access provides a trove of family office research, and ...

Clime chair assumes investment role

KARREN VERGARA  |  MONDAY, 2 FEB 2026
Clime Investment Management's John Abernethy will assume an operational role to lead the investment team. Abernethy will become director of investments and remain a director of the company. Meanwhile, Leo Economides carries on as chief investment ...