AMP launches Constructor Series in partnership with Dimensional and SouthPeak

From

AMP has announced the launch of its Constructor Series, a new suite of investment solutions designed to deliver diversified, differentiated strategies for financial advisors and their clients. Traditionally only available... Read more continue reading

Rise of the institutional family office forces wealth managers to lift their game

From

Family offices are transforming into global, multi-generational investment powerhouses, and wealth managers must evolve just as quickly if they want to stay relevant, Theone Star, head of private wealth at... Read more continue reading

EWM accelerates super firm journey with three acquisitions and two mergers

From

Multidisciplinary financial advice business, Eureka Whittaker Macnaught, has announced plans to become a super firm, with the imminent completion of three new acquisitions to boost the group’s annual revenue to... Read more continue reading

Weekly economic and market update – week ending 5 December, 2025

From

Investment markets and key developments Global shares saw modest gains over the last week, as the markets digested the rebound from November’s low but with optimism about a Fed rate... Read more continue reading

8 years of top ratings: PAN-Tribal Global Equity Fund maintains Zenith’s highest honour

From

We are extremely pleased to announce that the PAN-Tribal Global Equity Fund has once again maintained its prestigious Highly Recommended rating from Zenith Investment Partners (Zenith). The global equities market... Read more continue reading

FAAA calls for advisers to check records to ensure they are eligible to provide financial advice into 2026

From

Ahead of the 1 January 2026 education/ experience pathway deadline for advisers, the number of advisers for whom the ASIC records indicate are yet to meet the criteria for continuing... Read more continue reading

New APS survey reveals strong growth in purpose-driven philanthropy

From

Australians are giving more generously and with greater purpose than ever, with new data from Australian Philanthropic Services (APS) showing a shift towards strategic, legacy-focused philanthropy as the leading motivator for... Read more continue reading

Lonsec upgrades Pengana global private credit vehicle, and provides initial Recommended rating for wholesale private credit fund

From

Two of Pengana Credit’s global private credit investment vehicles have been given a Recommended rating by Lonsec, while the company’s innovative online term accounts, TermPlus, have received an initial Investment... Read more continue reading

Ismail Balikoowa awarded 2025 Lloyd’s Innovator’s Scholarship

From

ANZIIF and Lloyd’s Australia are proud to announce Ismail Balikoowa, Client Relations Manager at Alexander Forbes, as the recipient of the 2025 Lloyd’s Innovators Scholarship. Balikoowa’s winning concept proposes parametric microinsurance, a model... Read more continue reading

ASIC private credit oversight welcome

From

The increased regulatory oversight by the Australian Securities and Investments Commission (ASIC) should not scare investors away from private credit but give them more confidence in the product – it remains an attractive... Read more continue reading