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

Model portfolios and the evolution of advice

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State Street Investment Management has released some new research on the way Australian and US investors and financial advisors are using model portfolios.  Data was collected from 250 individual investors... 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

Research: Advisers using AI to cut through market noise and keep clients calm

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Australian financial advisers are turning to AI to simplify and sharpen their client communications during times of market turbulence. This is one of the headline findings of Milford’s newly released... Read more continue reading

ASIC sends clear message to super trustees amid glaring retirement communications gaps

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ASIC is concerned that many Australians may not have the information they need to make confident and informed decisions about retirement after a review identified a lack of urgency in... 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