85% of banks’ corporate clients plan to engage with a non-bank financial institution within the next year as competition with private capital intensifies

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Key points Banks look to bolster AI expertise with external hires (40%) as upskilling proves challenging Only 29% of IT budgets are currently directed to transformative technologies Corporate Investment Banks... Read more continue reading

A year of living with uncertainty: Shifting superannuation policy undermines retirement confidence

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Retirement confidence among high-net-worth (HNW) Australians has fallen sharply since 2022, according to new research commissioned by Generation Life, as evolving superannuation and tax settings emerge as a major source... Read more continue reading

Bain Capital to buy Perpetual Wealth Management business

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Bain Capital has agreed to buy Perpetual Wealth Management, a leading Australian-based wealth management business currently owned by Perpetual Group. Details of the sale agreement have been announced to the... Read more continue reading

Chris Cuffe makes his private fund public

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“Family, friends and business colleagues are constantly asking me whether I can assist them with investing, so I thought I might as well do it properly,” says well known Australian... Read more continue reading

TelstraSuper-Aware Super merger passes key milestone with signing of Successor Fund Transfer deed 

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Aware Super and TelstraSuper have signed the Successor Fund Transfer (SFT) deed, a key milestone in their merger process. The signing opens the way for the next stage of the... Read more continue reading

Weekly economic and market update – week ending 13 February, 2026

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Investment markets and key developments Global markets had a volatile week as the War with Iran continued with no sign of any reopening of the Strait of Hormuz which is... Read more continue reading

New report shows growing demand for financial education in Australian schools as financial literacy program reaches over half a million students

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A new report from Ecstra Foundation highlights the growing demand from Australian schools for practical financial education as part of the curriculum, at a time when financial literacy rates have... Read more continue reading

ANZIIF launches first-of-its-kind Business School for insurance professionals 

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ANZIIF is proud to launch the 2026 ANZIIF Business School, a new industry learning initiative designed to equip insurance professionals with the skills and insights needed to confidently navigate the... Read more continue reading

Investors should stay focused on durable businesses and rational valuations despite market noise

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Geopolitical tensions, changing market dynamics and a shift in investor sentiment are reshaping equity markets, according to the Schroders Australian equities team, who identified several key themes emerging from the... Read more continue reading

Allianz Retire+ launches AI digital assistant for advisers

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Allianz Retire+ launched a market leading Al powered assistant to transform how advisers engage with its retirement income solution, Allianz Guaranteed Income for Life (AGILE), empowering them to deliver better... Read more continue reading