With the intergenerational wealth transfer underway in Australia, wealth management firms are focusing both on attracting the next generation of clients and the next generation of advisers to service ...

As private markets garner mainstream attention, a panel of experts believe access to the asset class through managed accounts will become more widely available, providing opportunities for advisers to ...

Ausbil is to expand its active ETF range with two launches, one focusing on global small caps and one on listed infrastructure. The firm launched its first active ETF in September, which was the ...

Two advisers say M&A is becoming a “contact sport” as competition heats up to acquire attractive advice firms, while a lack of new entrants creates roadblocks in organic growth opportunities. A number ...

AMP and HUB24 have shared the areas where they are seeking future adviser growth, with HUB24 targeting adding more than 2,000 advisers to the platform. Speaking at the Citi Investment Conference 2025 ...

Blackwattle Investment Partners has hired a trio from First Sentier Investors to run its first Equity Income Fund. Rudi Minbatiwala, Jason Moodie, and Marlon Chan have worked together for the past 17 ...

Perth advice firm Integro Private Wealth has appointed Glen Mesch as head of advice and growth to spearhead a major business development initiative aimed at expanding the firm’s national reach.

Vanguard Investments Australia has launched a suite of Core-Satellite Model Portfolios, partnering with Lonsec Investment Solutions (LIS), part of Evidentia Group. Utilising LIS’ targeted manager ...

Over half of financial advice clients say they have found their adviser via a referral from an existing client, according to Dimensional. The firm’s Global Investor Study has surveyed over 110,000 ...

Bravura Solutions has appointed a new chair and deputy chair to take over from departing Matthew Quinn, while Shezad Okhai picks up another responsibility. It was announced in August that Quinn would ...

Advised investors switched out some of their blue-chip stocks for ETFs in September, according to the latest AUSIEX trading data. The monthly statistics showed that Betashares US Equities Strong Bear ...

After exceeding $300 billion in funds under management last month, Betashares is forecasting the Australian ETF industry will reach $500 billion by the end of 2028 – two years ahead of its previous ...