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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 ...

Rest appoints head of CIO office

RIDDHIMA TALWANI | TUESDAY, 2 JUN 2026

Rest has named a new head of chief investment officer (CIO) office, supporting chief investment officer Michael Clancy. Rest has appointed Andy Moser as its new head of CIO office. Clancy said Moser will support the development and execution of the ...

Product Showcase: Calm in the chaos

THE FINANCIAL STANDARD TEAM | MONDAY, 1 JUN 2026

... year prior, the Chinese market bubble had burst in the worst way possible, plunging 43% in a few months and dragging the rest of the world with it. No investment book could prepare investors for such a scale of market dislocation. But to MFS, the numbers ...

FEATURE | Emerging markets: Twists and turns

KARREN VERGARA | FRIDAY, 29 MAY 2026

... said, will last until June 30. SunAsia Energy chief executive Maria Theresa Capellan says the Philippines is not like the rest of the Association of Southeast Asian Nations (ASEAN). "We don't have coal. We don't have oil. We're totally and ...

Marex Group expands structured products to HNWIs

MATTHEW WAI | FRIDAY, 29 MAY 2026

... Australia represents a natural extension to replicate the success the business has built in Europe, as well as across the rest of Asia." To expand in Australia, Fayard said an uplift in structured product education is need and that Marex is keen to fill ...

Old settings for TPD 'no longer fit': APRA

RIDDHIMA TALWANI | THURSDAY, 28 MAY 2026

APRA executive director of superannuation, life and private health insurance Jane Magill said total and permanent disability insurance (TPD) in its current form is being tested by the sharp rise in mental health claims. Speaking at the All Actuaries ...

Cbus pushes for lead generator ban

VINNY VUCAGO | TUESDAY, 26 MAY 2026

Cbus Super has renewed calls for a ban on superannuation lead generation activity, warning sophisticated digital marketing tactics are increasingly being used to pressure Australians into switching retirement savings into higher risk and less regulated ...

AIOFP partners to launch adviser protection program

MATTHEW WAI | TUESDAY, 26 MAY 2026

The Association of Independently Owned Financial Professionals (AIOFP) is partnering with DASH to provide financial advisers with a new white labelling capability for platform access. The Foundation Advisers Wrap will allow advisers to retain access ...

Platforms should be wary of cutting options: Experts

RIDDHIMA TALWANI | FRIDAY, 22 MAY 2026

Experts have warned that cutting too many options on platforms could restrain client choice. Speaking at the Morningstar Investment Conference 2026 in Sydney, BT Financial Group chief executive Matt Rady noted the role of platforms as a core component ...

Feature: Private credit | The fine print

RIDDHIMA TALWANI | FRIDAY, 22 MAY 2026

JPMorgan Chase chief executive Jamie Dimon grabbed headlines last year when speaking at one of the banking giant's quarterly earnings calls. "When you see one cockroach," he told analysts, "there are probably more." The cockroach Dimon was referring ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

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

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

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

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

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

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

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

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