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Otivo launches AI-powered financial advice

MATTHEW WAI | THURSDAY, 4 JUN 2026

Otivo has launched a mobile app for Australians to access licensed advice powered by artificial intelligence (AI). The app is Australia's first licensed advice platform on mobile and operates under Otivo's Australian financial services licence ...

Vital Business Partners names chief executive

MATTHEW WAI | WEDNESDAY, 20 MAY 2026

... forward," Jacobsen said. "Over the past few years, VBP has expanded its services and offerings to advice, accounting and mortgage broking businesses, and opened new offices in Cagayan De Oro, in the Philippines. The business has ambitious plans to continue ...

FEATURE: Fixed income | Adjusting the lens

PENNY PRYOR | TUESDAY, 5 MAY 2026

US President Donald Trump's 'Operation Epic Fury' in the last days of February brought fixed income back into the spotlight almost overnight. As investors flew out of equities into March, fixed income was one of the chief beneficiaries of ...

AZ NGA acquires Tasmanian advice firm

RIDDHIMA TALWANI | TUESDAY, 14 APR 2026

... also expanding its footprint in regional New South Wales, partnering with integrated financial planning, accounting and mortgage broking business Back to Back Financial Planners in Young, NSW. This was the first major move following the appointment of ...

ASIC acts against another former FSGA adviser

JAMIE WILLIAMSON | MONDAY, 13 APR 2026

... Gem Wealth Advisory, licensed through Centrepoint Alliance, from March to December of 2025. He still works here as a mortgage broker. The ban was actually handed down in December, but Monte Silva had made a stay and confidentiality application. The stay ...

Dimon warns private credit crisis will hurt retail investors most

KARREN VERGARA | TUESDAY, 7 APR 2026

... view, the total market size of investment-grade bonds is US$13 trillion. And the total market value of all residential mortgage securities and loans is also US$13 trillion. In the great scheme of things, private credit probably does not present a systemic ...

Challenger injects $3.7bn in BOQ, bolsters private credit book

KARREN VERGARA | TUESDAY, 7 APR 2026

... payment receivables, extending its presence in the country following the acquisition of a NZ$560 million residential mortgage portfolio from Bluestone in December 2024. Challenger's bid to acquire ASX-listed non-bank lender Pepper Money fell through ...

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI | TUESDAY, 7 APR 2026

... Brisbane, Adelaide and regional NSW. Edney Ryan Group will remain a separate business specialising in accounting, legal and mortgage services, it said. Notably, the announcement follows Minchin Moore's merger with Queensland-based Brand Financial ...

AZ NGA plots regional NSW advice hub via new partnership

MATTHEW WAI | THURSDAY, 2 APR 2026

... is expanding its footprint in regional New South Wales, partnering with integrated financial planning, accounting and mortgage broking business Back to Back Financial Planners in Young, NSW. It is the first major move following the appointment of Nathan ...

Pepper Money rejects Challenger's bid

ELIZA BAVIN | WEDNESDAY, 25 MAR 2026

Pepper Money has rejected Challenger's "best and final" takeover offer of $2.25 per share after it slashed the offer price from $2.60 per share earlier this month. "Following its consideration of the proposal and consultation with shareholders, the ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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