Lonsec Research and Ratings appoints Anna Schofield as Head of Sales

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Lonsec Research and Ratings is pleased to announce the appointment of Anna Schofield as Head of Sales, effective 15 October 2025. Schofield brings over 25 years of experience working in... Read more continue reading

MLC Expand’s new AI capabilities unlock over 500 hours of savings for advisers each month

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MLC Expand, Australia’s largest super and retirement platform, is utilising its propriety technology to roll out a range of AI automations that could save advisers and their support teams more... Read more continue reading

Kristen Bell promoted to President of Focus Partners Australia

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Focus Financial Partners, Inc., an interdependent partnership of wealth management, business management, and related financial services firms, has announced that Kristen Bell has been promoted to become President of Focus Partners... Read more continue reading

Novigi acquires Turning Point Advisory, expanding AI capabilities

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Novigi, a leading data and technology services firm, has announced the acquisition of Turning Point Advisory, recognised for its expertise in operational transformation and its innovative, AI-powered approach to business... Read more continue reading

Advent Partners acquires majority stake in efex

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efex, one of Australia’s leading providers of managed IT services, has secured its next phase of growth with Advent Partners. efex Founder Nick Sheehan will remain CEO under the new... Read more continue reading

Fidante and Fulcrum join forces to expand alternatives offering

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Global investment management firm, Fidante, part of Challenger Limited, has announced a new strategic partnership with London-based Fulcrum Asset Management (Fulcrum), acquiring a substantial minority stake and securing exclusive distribution... Read more continue reading

SS&C Technologies completes acquisition of Calastone

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SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) has announced it has completed its acquisition of Calastone from global investment firm Carlyle. Calastone is the largest global funds network and leading provider... Read more continue reading

iExtend appoints National Business Development Specialist to enhance client outcomes

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iExtend has expanded its Distribution team with the appointment of David Sutjipto as National Business Development Specialist, reinforcing its commitment to supporting financial advisers and improving client outcomes. In this... Read more continue reading

People First Bank recognised among world’s leading banks for positive impact

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People First Bank has successfully achieved B Corp re-certification, extending its globally recognised accreditation for another three years. B Corp certification is an independent endorsement for businesses that meet high... Read more continue reading

AZ NGA acquires majority stake in Geographe Financial Group

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Advice platform, AZ NGA has increased its stake in financial advisory firm, Geographe Financial Group, one of Western Australia’s oldest financial planning businesses. Established in 1976 by Bill O’Byrne, Geographe... Read more continue reading