AMP platform offering to ‘democratise’ model portfolio access

amp/blackrock/lonsec/model-portfolio/platforms/amp-north/

AMP has partnered with BlackRock and research house Lonsec to provide a model portfolio capability on its North platform that offers “portfolio customisation at scale” to advice practices of all sizes.

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Victorian practice joins Akumin amid recruitment push

amp/Charter-Financial-Planning/recruitment/financial-advice/new-entrants/

Akumin has added a Victorian advice practice to its network, signalling a “focus on recruitment and growth” including by supporting single-adviser practices.

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Change of chair at national advice licensee Bombora

risk-advice/Bombora-Advice/board/

National advice licensee Bombora Advice has announced its chair Kevin Martin will be stepping down after almost a decade, and the licensee has looked internally for his successor.

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ASIC cancels AFSL of Perth advice firm

ASIC/AFSL/

The corporate regulator has cancelled the AFSL of a Perth advice firm, with the firm having previously seen its licence temporarily suspended in 2020.

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Private equity giant TA Associates backs Aussie wealth firm

viridian/private-equity/TA-Associates/

Private equity giant TA Associates has made a strategic investment of an undisclosed sum into a major Australian wealth and investment player.

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Tariffs Across Eras: Why 2025 Is Not 1930

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Shaw and Partners’ CEO on his NZ goals post-ISG deal

Shaw-and-Partners/New-Zealand/M&A/financial-advice/

Shaw and Partners chief executive, Earl Evans, has said the firm is seeking to double the assets under management at its latest New Zealand acquisition ISG, having made the “left field” decision to embark on overseas M&A.

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‘Peripheral’ platforms facing exit threat as adviser needs evolve

platform/Adviser-Ratings/

Going forwards, advisers’ use of platforms will be divided into those “core” offerings and “peripheral” ones, with those in the latter category facing an existential threat.

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Count sees appeal lodged to class action

class-actions/court/AFSL/

Advice licensee Count has seen an appeal filed to a class action against it which was dismissed earlier this year.

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NTAM makes senior leadership hire

northern-trust-asset-management/Northern-Trust/appointments/hires/

Northern Trust Asset Management has appointed a new head of international and responsible investing.

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