AMAFA strengthens southern presence under Trapnell

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Boutique licensee Australian Mortgage and Financial Advisers (AMAFA) is hosted its first Melbourne-based Peer Group Session last week, bringing its Victorian advisers together face-to-face for collaboration, education and professional exchange.... Read more continue reading

Lonsec Research and Ratings appoints Anna Schofield as Head of Sales

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Lonsec Research and Ratings is pleased to announce the appointment of Anna Schofield as Head of Sales, effective 15 October 2025. Schofield brings over 25 years of experience working in... Read more continue reading

Improving consumer outcomes is everyone’s job

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Alan Kirkland Keynote address by ASIC Commissioner Alan Kirkland at the Institute of Managed Account Professionals Independent Thought Conference in Sydney on 15 October 2025. Key points The responsibility for... Read more continue reading

MLC Expand’s new AI capabilities unlock over 500 hours of savings for advisers each month

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MLC Expand, Australia’s largest super and retirement platform, is utilising its propriety technology to roll out a range of AI automations that could save advisers and their support teams more... Read more continue reading

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