07/01/2025
    
    
    
      This shift is being driven by a confluence of global macroeconomic trends, demographic headwinds, digital innovation, and evolving client expectations.     
  
  
  
  
  
  
  
    
       06/19/2025
    
    
    
      Alan Oster, who retired in March after 32 years with NAB, shared his views on building wealth in a recent interview with the Australian Financial Review.     
  
  
    
       06/18/2025
    
    
    
      The yacht, built by Italian shipyard Azimut and officially handed over to Mr Pham in a ceremony earlier in 2025, is the first-ever new 30m-plus super yacht sold in Vietnam    
  
  
    
       06/18/2025
    
    
    
      Now in its second year, the summit will once again convene Australia’s leading investment thinkers, asset managers, financial advisers, and family office executives for a day of in-depth analysis and strategic dialogue.    
  
  
  
  
  
  
  
    
       05/27/2025
    
    
    
      Kelly Power, CFS’ superannuation chief executive, said the research also revealed the impact of the cost of living crisis – conflated with financial advice inaccessibility – on mental health.    
  
  
  
    
       05/22/2025
    
    
    
      Against that backdrop, wholesale reinvention has become critical, for old school banks whose systems and processes can't deliver what customers now expect and demand.    
  
  
  
    
       05/21/2025
    
    
    
      To remain relevant, private banks must rethink their value proposition, invest in specialized teams, and shift to transparent, fee-based models that prioritize deliverables over relationships.