CSLR “special” levy a further blow to accessible, affordable financial advice

From

The announcement of another sizeable CSLR cost of $190 million in 2026/27, and the prospect of sizeable special levies for the foreseeable future, is an unsustainable burden for financial advice... Read more continue reading

ANZIIF launches inaugural 2027 International Insurance Summit  

From

ANZIIF has announced the inaugural 2027 ANZIIF International Summit, a landmark event that will bring together the brightest minds in insurance, risk management and financial services as the profession prepares... Read more continue reading

Compensation scheme cost blowout reinforces urgent need for comprehensive uplift in consumer protections

From

Yesterday’s revised estimate of this year’s skyrocketing bill for the Compensation Scheme of Last Resort (CSLR) confirms the scheme is now being flooded by a surge in unpaid compensation orders... Read more continue reading

North simplifies estate planning and intergenerational wealth transfer with estateXchange partnership

From

North, one of Australia’s leading retirement and investment platforms, has partnered with estateXchange to provide advisers, beneficiaries and professional representatives with access to a secure, digital solution that simplifies the... Read more continue reading

JANA Internal JANA appoints Paul La Macchia as Wealth Sales Director, expanding its wealth capability

From

JANA Investment Advisers (‘JANA’) has appointed Paul La Macchia as Wealth Sales Director, as it continues to expand its wealth capability and presence in the wholesale market. This newly created... Read more continue reading

FAAA announces winner of Gwen Fletcher Memorial Award for semester 1

From

Ne (Stacy) Guo of Morrows Private Wealth in Melbourne is the winner of the Gwen Fletcher Memorial Award for Semester 1 2026.  Guo is an associate adviser at Morrows Private... Read more continue reading

MLC delivers strong returns despite volatile year

From

One of Australia’s largest super funds, MLC, has delivered strong returns for its members in the 2025/26 financial year despite extreme volatility in markets. MLC Chief Investment Officer Dan Farmer... Read more continue reading

FINDEX announces 41 senior appointments, strengthening local talent and Trans-Tasman capability to provide industry-leading financial services across ANZ

From

Australasia’s leading integrated financial advisory and accounting services provider, Findex, is announcing 41 senior appointments and promotions across its thriving partnership group, spanning four divisions, six service lines and 24... Read more continue reading

Bell Financial Group launches Bell Potter Private Wealth to support shifting client needs

From

Bell Financial Group Limited (ASX:BFG) has announced the launch of Bell Potter Private Wealth (BPPW), a comprehensive wealth management service providing advisers and clients greater visibility, control and flexibility across... Read more continue reading

Third Link Growth Fund retains Zenith ‘Recommended’ rating, reinforcing its unique investment and philanthropic model

From

The Third Link Growth Fund has retained its ‘Recommended’ rating from Zenith Investment Partners, marking another year of independent recognition for the Fund’s distinctive combination of active investment management and... Read more continue reading