North simplifies estate planning and intergenerational wealth transfer with estateXchange partnership

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North, one of Australia’s leading retirement and investment platforms, has partnered with estateXchange to provide advisers, beneficiaries and professional representatives with access to a secure, digital solution that simplifies the... Read more continue reading

JANA Internal JANA appoints Paul La Macchia as Wealth Sales Director, expanding its wealth capability

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JANA Investment Advisers (‘JANA’) has appointed Paul La Macchia as Wealth Sales Director, as it continues to expand its wealth capability and presence in the wholesale market. This newly created... Read more continue reading

MLC delivers strong returns despite volatile year

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One of Australia’s largest super funds, MLC, has delivered strong returns for its members in the 2025/26 financial year despite extreme volatility in markets. MLC Chief Investment Officer Dan Farmer... Read more continue reading

FINDEX announces 41 senior appointments, strengthening local talent and Trans-Tasman capability to provide industry-leading financial services across ANZ

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Australasia’s leading integrated financial advisory and accounting services provider, Findex, is announcing 41 senior appointments and promotions across its thriving partnership group, spanning four divisions, six service lines and 24... Read more continue reading

Bell Financial Group launches Bell Potter Private Wealth to support shifting client needs

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Bell Financial Group Limited (ASX:BFG) has announced the launch of Bell Potter Private Wealth (BPPW), a comprehensive wealth management service providing advisers and clients greater visibility, control and flexibility across... Read more continue reading

Zurich Australia boosts adviser efficiency with portal update

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Zurich Financial Services Australia (Zurich) have announced it has upgraded its Adviser Portal with new technology that automates the process of sum insured increases for eligible policies[1]. Using cloud technology,... Read more continue reading

Avantis Investors reaches US$150 billion in assets under management in less than seven years

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Avantis Investors®, a global investment offering from American Century Investments®, has surpassed US$150 billion* in assets under management (AUM). The milestone comes six months after crossing US$100 billion in December... Read more continue reading

efex to acquire onPlatinum, accelerating national managed IT growth and deepening mid-market capability

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efex, the Advent Partners-backed managed technology services group, has announced it has entered into a binding agreement to acquire onPlatinum, the IT managed services division of ASX-listed Comms Group Limited... Read more continue reading

Léa Dunand-Chatellet appointed Chief Executive Officer of Mirova

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Natixis Investment Managers (Natixis IM) has announced the appointment of Léa Dunand-Chatellet as Chief Executive Officer of Mirova, its affiliate dedicated to sustainable investing. Léa Dunand-Chatellet’s appointment was approved yesterday... Read more continue reading

Capital Group appoints Jamie Sinclair as Head of ETFs for Europe and Asia-Pacific

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Capital Group, one of the world’s largest and most experienced active investment managers, with US$3.4 trillion¹ of assets under management, has appointed Jamie Sinclair as Head of ETFs for Europe and Asia-Pacific.... Read more continue reading