Managed account usage sees advisers expand client capacity

praemium/platforms/managed-accounts/

Beyond their investment benefits, over a third of advisers say utilising managed accounts solutions has allowed them to take on more clients, according to Praemium.

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Elanor property fund takeover heats up as talks stall

commercial-property/listed-property/M&A/family-offices/

Family office Lederer Group has progressed its takeover bid for the Elanor Commercial Property Fund, lodging a bidder’s statement with ASIC as it says the fund has been “unable to agree” on negotiation terms.

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NSW advice firm merges to ‘cement’ regional position

merger/advisory-firms/M&A/

Altus Financial, based on NSW's Central Coast, has announced a merger with advisory firm Fortunity to strengthen its presence in the region and expand its service offerings.

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Will solo AFSLs ‘go the way of the dodo’?

AFSLs/self-licensing/FSC/

As larger Australian Financial Services licensees continue to expand their reach in an increasingly expensive industry to operate, how do smaller firms ensure they stay relevant and efficient?

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Wealth Architects expands national presence with Qld deal

M&A/financial-advice/queensland/

Wealth Architects has acquired a Cairns-based advice practice as it seeks to expand its national advice presence.

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A-REITs outflows surge as advisers favour private markets

Adviser-Ratings/A-REITs/direct-property/REITs/private-markets/

Outflows have doubled in the property and infrastructure space to $1.3 billion with advisers instead favouring private markets as Morningstar data finds active property funds are struggling to outperform.

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HMC Capital targets PE fund on wholesale platforms

private-markets/private-equity/wholesale/platforms/

Fund manager HMC Capital is seeking to expand fundraising for its private equity vehicle into wholesale platforms now that it has achieved a three-year track record, while scrapping plans for a second fund.

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HUB24 targets wealth market with over 5k adviser users

HUB24/financial-advice/platform/

HUB24 has added almost 600 advisers in the 2025 financial year as the platform capitalises on opportunities presented in wealth management.

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Gender pay gap widens for financial services

gender-equality/Gender-pay-gap/Financial-Services/

While the overall gender wage gap has decreased slightly, the Financy Women’s Index reveals the gap has widened for employees in the financial and insurance services sector.

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‘Sorry if we aren’t going fast enough’: Fiducian’s Singh on acquisition pipeline

Fiducian/financial-advice/licensee/platform/

With $34.9 million in cash on its balance sheet, Fiducian executive chairman Indy Singh has said the licensee won’t be rushed into making large advice acquisitions or paying out special dividends.

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