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InterPrac loses 65 advisers in six months

InterPrac loses 65 advisers in six months

Sequoia-owned InterPrac continues to lose advisers with WealthData analysis showing that the business has lost 65 advisers in six months.
Bain, or not, Perpetual builds stand-alone Wealth business

Bain, or not, Perpetual builds stand-alone Wealth business

Perpetual has clearly signalled that even if the Bain Capital bid for Perpetual Wealth Management stalls, the business remains on the block.
Super lump sum drawdowns outgrow pension

Super lump sum drawdowns outgrow pension

Despite the Government's continuing policy push around the Retirement Income Covenant, lump sum super draw-down remain a popular choice.
Green wholesale ball amid retail squares

Clime sells Retail Fund to unnamed party

Mike Taylor 27 February 2026

Funds Management

No Comments

Clime IM has sold off its International Retail Managed Investment Scheme to an unnamed buyer looking to set up in Australia.

Senior leadership appointment

Fidelity promotes Heithersay to managerial role

Binaya Dahal 27 February 2026

Investment

No Comments

Fidelity International has appointed Sam Heithersay as Co‑Portfolio Manager for its Australian Equities Fund and associated mandates.

Fund of funds partnership arrangement

Australian Ethical posts strong first half buoyed by FUM growth

Yasmine Raso 27 February 2026

Funds Management

No Comments

Australian Ethical has delivered “strong” half-year results including a 42 per cent increase in NPAT to $13.3 million, hitting a new FUM high.

Senior appointment

Capital Group push European ETF launch with new hire

Binaya Dahal 27 February 2026

Investment

No Comments

Capital Group has announced the appointment of Jim Goldie as Head of ETF Capital Markets for Europe and Asia-Pacific.

Finger pushes tax button

Industry funds urge ASIC to reclassify stamp duty

Mike Taylor 26 February 2026

Superannuation

3 Comments

Industry super funds have complained to ASIC they are being inappropriately penalised because stamp duty is being counted as fee, not a tax.

Joe Longo

‘Proud’ Longo writes his own valedictory

Mike Taylor 26 February 2026

Financial Planning

3 Comments

ASIC chairman Joe Longo has credited his leadership with having transformed the regulator into an active law enforcement agency.

Sad lonely party boy

Iress – improving bottom line but no suitors

Mike Taylor 26 February 2026

Fintech

No Comments

Iress has admitted that after a year of expectation it found no takeover suitors and is now focused on efficiencies and strategy execution.


INDUSTRY NEWS

Challenger

Is your retirement advice built to last?

Financial Newswire Contributor 10 February 2026

Industry News

No Comments

As Australians live longer, longevity risk is reshaping retirement advice. Our guide helps advisers build resilient retirement income plans.

Unlock faster underwriting for smoother approvals

Financial Newswire Contributor 1 February 2026

Industry News

No Comments

Experience the future of faster underwriting with digital PMARs and automated decisioning. Deliver enhanced precision, smarter processing, and quicker

Mocktail, anyone? Investing across demographic trends

Financial Newswire Contributor 24 November 2025

Industry News

No Comments

Mirova’s Jens Peers explores the generational trends shaping investment opportunities within the demographic transition.

TPD Severity: A Smarter way to protect your clients

Financial Newswire Contributor 1 November 2025

Industry News

No Comments

Industry-wide, Total and Permanent Disability (TPD) claims have risen sharply in recent years. At Acenda, we recognise this has created challenges…


$ blocks and balance sheet

Count posts healthiest of AFSL first halves

Mike Taylor 25 February 2026

Financial Planning

No Comments

Australia’s publicly-listed advice AFSLs have reported mostly positive half-year results but Count Limited also boasts a healthy war chest.

Ring fenced piggy banks

Loss-making Sequoia reduces reliance on InterPrac

Mike Taylor 25 February 2026

Financial Planning

2 Comments

Faced by continuing exclusions from major platforms, loss-making Sequoia Group is looking to reduce its reliance on its AFSL InterPrac.

Adviser shortage prices out vulnerable retirees

Binaya Dahal 24 February 2026

Financial Planning

3 Comments

Homesafe’s CEO Dianne Shepherd says shrinking advisers’ workforce is creating financial insecurity for Australians entering retirement.

Advice digital

Aware Super’s digital retirement tool drives confidence uplift

Yasmine Raso 26 February 2026

Superannuation

No Comments

Retirees can feel a lot more confident in their income options with the support of digital retirement planning tools, Aware Super has found.

Retirement calculator

Comfortable retirement targets jump tens of thousands to new high

Yasmine Raso 25 February 2026

Superannuation

One Comment

The latest ASFA super savings figures required to have a comfortable retirement have reached new all-time highs and stunned Australians.

Laptop and phone with launch

CFS’ new portal to ease insurance claim process

Binaya Dahal 25 February 2026

Life Insurance

No Comments

Colonial First State (CFS) has announced the launch of new digital insurance claims service in partnership with AIA Australia.

Mergers and acquisitions chess pieces

CC Capital Insignia bid clears penultimate hurdle

Staff Writer 26 February 2026

Investment

No Comments

The CC Capital bid for Insignia Financial has cleared a key hurdle with the Federal Court approving the Scheme of Arrangement.

VanEck equities fund launch

Macquarie injects $1m into impact fund for women-led SMEs

Yasmine Raso 26 February 2026

Investment

No Comments

The Macquarie Group Foundation is supporting the financing of women-led MSMEs, pushing $1 million into Good Return’s Impact Investment Fund.

Dividend payments hit new record

Australia lags in record year for dividends

Binaya Dahal 26 February 2026

Investment

No Comments

Capital Group’s Global Equity Study finds Australian dividends to have fallen by 6.7% on a core basis in 2025.