Aussie retirees the big winners in new Govt spend to ease the shift to retirement

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Australian retirees will have more information at their fingertips to help support them as they navigate their retirement following a Federal Government announcement. The Council of Australian Life Insurers (CALI)... Read more continue reading

Zenith appoints Peter Connolly as business development manager

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Zenith Investment Partners has appointed Peter Connolly as business development manager for the Queensland and Northern Territory region. He will be based in Brisbane and report to head of sales, Glenn Boyes.... Read more continue reading

Trump 2.0: Why investors should expect a somewhat rougher ride, but it may not be as bad as feared

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Key points The economic and financial environment today is more challenging than when Trump first took over in 2017: inflation is a bit higher, the budget deficit is worse, bond... Read more continue reading

Praemium and Euroz Hartleys forge stronger partnership to drive growth

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Praemium and Euroz Hartleys are pleased to announce the strengthening of their partnership, marking a significant milestone in their collaborative journey towards excellence in wealth management. Since initiating an alliance... Read more continue reading

AMP Bank’s new loan origination solution reaches key milestone

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AMP Bank has announced it is a step closer to launching its new origination solution, with first applications successfully submitted and approved. The new end-to-end loan application solution has been... Read more continue reading

EOS at Federated Hermes Limited passes $2 trillion in assets under advice

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Celebrating its 20th anniversary, EOS at Federated Hermes Limited (EOS) has passed US$2 trillion in assets on which it advises on behalf of its asset owner clients. Through its corporate engagement... Read more continue reading

GSFM appoints key account manager in Queensland

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Fund manager GSFM has appointed David Cohen to the newly created role of key account manager (QLD), effective 18 November. He will be based in Brisbane and report to national... Read more continue reading

Mason Stevens expands distribution team with hire of Andrew Tunny to drive business growth

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Specialist wealth platform provider Mason Stevens is pleased to announce an expansion of its Distribution team, underscoring the company’s focus on long-term growth and client engagement. Leading this expansion is... Read more continue reading

Research reveals data integration, fragmentation, and product implementation as chronic pain points among wealth and financial advisers

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elemnta has announced key independent research findings that shed light on the severe data-related challenges holding back Australia’s wealth management sector. The research, ‘Data Storm: Exposing the Real Data Challenges... Read more continue reading

AZ NGA acquires StrategyOne Advice Network

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Professional services group, AZ NGA, has acquired Sydney-based financial planning firm, StrategyOne Advice Network (StrategyOne), continuing the group’s record of partnering with mature, high quality advisory businesses. Established in 1984,... Read more continue reading