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

AZ NGA acquires majority stake in Geographe Financial Group

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Advice platform, AZ NGA has increased its stake in financial advisory firm, Geographe Financial Group, one of Western Australia’s oldest financial planning businesses. Established in 1976 by Bill O’Byrne, Geographe... Read more continue reading

Integro appoints Head of Advice and Growth to accelerate national expansion

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Leading Australian private wealth firm Integro Private Wealth (Integro) has appointed Glen Mesch as Head of Advice and Growth, marking a pivotal step in the firm’s strategy to scale its... Read more continue reading

Life insurers commit to mental health action plan

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Australia’s life insurers will develop a new industry action plan for mental health, aimed at supporting long-term affordability and industry sustainability and delivering greater clarity, fairness, and transparency for customers.... Read more continue reading

Removal of tax on unrealised capital gains and commitment to consult gets strong tick of approval

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The SMSF Association has welcomed yesterday’s announcement by the Federal Government to scrap its proposal to tax unrealised superannuation capital gains. In a statement released yesterday, the Government also announced... Read more continue reading

Fortitude Investment Partners launches Small Cap PE Fund

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Fortitude Investment Partners (“Fortitude”), a leading private markets investment manager, has launched the Fortitude Small Cap PE Fund, an evergreen fund targeting lower midmarket opportunities in the private equity space.... Read more continue reading

PGIM expands Australian real estate business with senior hires to drive growth

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PGIM has bolstered its Australian real estate business with the appointment of two seasoned professionals to spearhead growth across its debt and equity platform. The strategic expansion is set to... Read more continue reading