Karla Calleja - Associate (Kelly Wealth Services)

Advisers should rethink portfolio construction: La Trobe

5 August 2026, 12:04pm

La Trobe Financial has urged advisers to broaden portfolio construction beyond traditional equity and bond allocations, arguing that slowing productivity, persistent inflation risks and changing market ... Read more

Advice complaints see biggest increase in FY26: AFCA

4 August 2026, 11:34am

Despite only accounting for less than 10% of the total complaints lodged, investment and advice complaints have seen the steepest increase in FY26, data from AFCA shows. Read more

Acclime acquires Melbourne's Polar 993

31 July 2026, 12:29pm

Acclime, a provider of corporate, governance, advisory and fund services across Asia Pacific and global markets, has signed an agreement to acquire the independent trustee and fund administration business ... Read more

Platforms are not solution providers: AZ NGA

31 July 2026, 12:18pm

AZ NGA group chief executive Paul Barrett warned platforms should stay in their lane rather than overstep to improve financial adviser productivity, reiterating that it is the advice business' responsibility ... Read more

ASIC sues First Guardian-linked auditors

31 July 2026, 12:01pm

ASIC has commenced proceedings against Auditeo Australia and two auditors for their involvement in the First Guardian Master Fund failure. Read more