3+ day, 10+ hour ago   (516+ words) Netwealth has appointed data intelligence expert and technologist Silvio Giorgio as general manager for data and AI. He joins the platform at the outset of its ambition to double funds under advice by FY30, with a core focus on boosting operational…...

5+ day, 1+ hour ago   (454+ words) Boutique advisory firm Aperio Financial Services is partnering with the licensing and business services firm Akumin, just weeks after the same move by Ironbark Advice. According to Akumin, advisers are expressing “strong demand” for support, reflected in this move for…...

5+ day, 1+ hour ago   (438+ words) Mines in the Vines, an Australian investor access event series connecting ASX-listed and emerging resources companies, returns this October in the Mornington Peninsula. The event will return to Victoria’s Mornington Peninsula on Thursday, 1 October 2026, bringing together a curated audience of…...

1+ week, 4+ hour ago   (233+ words) Adviser productivity platform Marloo has partnered with life insurer NEOS to improve adviser productivity through AI applications. According to the platforms, the partnership combines Marloo’s AI-driven adviser workflow technology with NEOS’s platform and expertise to help advisers assess client protection…...

1+ week, 20+ hour ago   (356+ words) Darren Smith has been appointed as head of practice growth at the wealth management company. This is a newly established role for the company, and Infocus’ second executive team appointment this week. Brisbane-based Smith is set to lead a ‘refreshed…...

1+ week, 5+ day ago   (422+ words) Wrap platform MLC Expand has appointed Lisa Hilton as technology general manager. Hilton is set to lead the ‘Wrap Technology’ function at the super and retirement platform, meaning her focus will be on innovation for financial advisers, and extending AI…...

2+ week, 22+ hour ago   (395+ words) Advice licensee and wealth manager Infocus has appointed an executive general manager for platforms. This will strengthen the firm’s executive team and support the growth of its platform infrastructure, superannuation and wealth management capabilities Terry Constable will join the firm…...

2+ week, 6+ day ago   (408+ words) AMP’s North has appointed a head of strategic growth, bulking up the platform’s distribution team as it prioritises growth in the adviser market. North has appointed Emma Kirk as head of strategic growth, expanding its distribution team as the platform…...

3+ week, 10+ hour ago   (231+ words) As it positions the business towards wealth services, Equity Trustees is fielding two separate proposals regarding a potential acquisition. On 21 August, the firm received a proposal from Melbourne private equity firm BGH Capital for $24.75 cash per share. Founded in 2017, BGH…...

3+ week, 6+ day ago   (461+ words) Iress chief executive, Andrew Russell, says the firm is taking on board client feedback around its Xplan product as part of its product evolution. At the firm’s half-year results, it reported statutory net profit after tax (NPAT) of $32 million, up…...