AFCA receives record number of complaints in 2025 calendar year

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The Australian Financial Complaints Authority (AFCA) received a record number of complaints in 2025, with 111,373 complaints coming through the door – a 14 per cent increase from the 2024 calendar... Read more continue reading

Generation Life unveils expanded institutional-grade and geared investment menu

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Generation Life has announced the expansion of its investment bond menu with five new options across private markets, geared strategies and global small caps. Detailed in the latest product information... Read more continue reading

Platforms lift the bar as adviser expectations surge; HUB24 retains leadership

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Investment Trends has released the 2025 Platform Competitive Analysis and Benchmarking Report, revealing a marked uplift in adviser expectations and intensifying competition across functionality, service and security. HUB24 retains the... Read more continue reading

Fidelity International appoints Sam Heithersay as Co-Portfolio Manager, Australian Equities

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Fidelity International (“Fidelity”) has appointed Sam Heithersay as Co‑Portfolio Manager for the Fidelity Australian Equities Fund and associated mandates, and the Fidelity Funds – Australian Diversified Equity Fund (SICAV), alongside... Read more continue reading

Fiduciary Partners backs arcpoint OCIO to deliver sophisticated adviser-led practices with high-net-worth, foundations and family office solutions

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arcpoint OCIO, a dedicated outsourced chief investment office (OCIO), working with adviser-led practices, family offices and foundations, launched this month in partnership with Fiduciary Partners to support adviser-led practices seeking... Read more continue reading

Equity Trustees partners with River Capital as Responsible Entity for launch of high conviction equity Fund 

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Equity Trustees has been appointed Responsible Entity for the new River Capital High Conviction Fund, marking the beginning of an exciting new partnership with River Capital, a multi asset investment... Read more continue reading

Has the AI investment thesis flipped on its head? 

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It is no longer just about owning the winners. It is increasingly about avoiding the losers – those with business models most at risk of disruption. The transition started with... Read more continue reading

GBST appoints transformation lead to accelerate its global AI strategy and delivery

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GBST has appointed Jai Swaminathan as AI Transformation Lead, a newly created role designed to accelerate the company’s adoption of artificial intelligence across its global operations and product suite. Based... Read more continue reading

Zurich Australia enters into agreement to acquire Clearview

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Zurich Financial Services Australia (Zurich) has announced that it has entered into an agreement to acquire ClearView Wealth Limited (ClearView) via a scheme of arrangement. The proposed acquisition has received... Read more continue reading

The outlook for Australian shares – is the long underperformance over?

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Key points Over the long-term Australian shares have been a relatively strong performer, but it does go through relatively long periods of out and underperformance versus global shares. We see... Read more continue reading