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Showing 551 - 560 of 19952 results for "CLI"

Scaling practices depends on AI: FAAA

KARREN VERGARA  |  WEDNESDAY, 19 NOV 2025
The financial advice industry cannot rely on hiring more advisers to scale practices, rather it needs to prioritise the adoption of new technology that will also help meet unprecedented demand for advice over the next five years, this year's Financial ...

FAAA launches digital client identification tool

KARREN VERGARA  |  WEDNESDAY, 19 NOV 2025
The Financial Advice Association Australia (FAAA) will launch a digital client identification tool to assist advisers identify and verify their clients for anti-money laundering and counter-terrorism financing (AML/CTF) purposes. FAAA SafeID, an end-to-end ...

HNW investors prioritise trust and human connection: Praemium

ANGELIQUE MINAS  |  WEDNESDAY, 19 NOV 2025
A recent study by Praemium and CoreData indicated trusted expertise and human connection are paramount concerns among high-net-worth (HNW) investors. Despite the rise of AI solutions and digital tools, the study indicated 36% of HNW investors rank trust ...

Resilience more important than growth: Arndt

ELIZA BAVIN  |  WEDNESDAY, 19 NOV 2025
Future Fund chief executive Raphael Arndt said portfolio construction must focus on resilience over growth as the world sits at a "perpetual inflection point". "The weaponisation of trade, the persistence of inflation, climate shocks and a rising cost ...

ETF Shares reduces management fee

ELIZA BAVIN  |  WEDNESDAY, 19 NOV 2025
ETF Shares has reduced the management fee for its ETFS Magnificent 7+ ETF (ASX: HUGE), effective immediately. The management fee will be cut from 0.29% to 0.19%, with ETF Shares saying the move reinforced its commitment to delivering value for Australian ...

HUB24 takes stake in Finura Digital

ELIZA BAVIN  |  WEDNESDAY, 19 NOV 2025
HUB24 has taken an equity stake in Finura Digital, the parent company to Advice Designer, a SaaS platform that helps financial advisers automate their advice production processes. In addition, HUB24 will introduce myhub, an "ecosystem concept" being ...

L1 Group aims for $35m in cost reductions post-merger

RIDDHIMA TALWANI  |  TUESDAY, 18 NOV 2025
The newly formed L1 Group is targeting a cost reduction of $30-35 million within the next 18 months as it looks to capitalise on synergies created by the merger. Recently appointed L1 Group chief executive and managing director Julian Russell noted ...

Japanese insurer acquires stake in Barings

JAMIE WILLIAMSON  |  TUESDAY, 18 NOV 2025
A Japanese insurance company is taking an 18% stake in Barings to support its long-term growth strategy. MS&AD Insurance Group Holdings, via subsidiary Mitsui Sumitomo Insurance Co., will acquire 18% of Barings from MassMutual. MassMutual will continue ...

Ten Cap launches first active ETF

RIDDHIMA TALWANI  |  TUESDAY, 18 NOV 2025
Ten Cap will launch its first active ETF on the ASX, to be available to investors from November 24. The ETF will be based on the firm's existing Alpha Plus Fund, a long-short equity only strategy in Australia. Ten Cap co-founder and lead portfolio manager ...

SQM vows to 'respectfully' defend ASIC case

MATTHEW WAI  |  TUESDAY, 18 NOV 2025
Almost a week after ASIC decided to take the research house to court over 'favourable' ratings of the Shield Master Fund, SQM Research has confirmed it will defend itself against the allegations. In a statement overnight, SQM Research managing director ...