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WT Financial has announced its second “Hubco” with a combined valuation of $7.8 million, while its first one has successfully incorporated and is now making its own acqui...

Financial planning • 7 August 2025

Perpetual Asset Management has launched its inaugural fixed income and credit active ETF, cashing in on the recent boom in the asset class....

Funds management • 7 August 2025

The profession is up by almost 200 advisers for the new financial year, with August continuing the consistent weekly positive gains. ...

Financial planning • 7 August 2025

In this episode of Relative Return Insider, host Keith Ford is joined by Accountants Daily journalist Imogen Wilson to take a look at why there has been such broad suppor...

Editorial • 7 August 2025

The Financial Advice Association Australia has announced it will expand its approved specialisations program to broaden its range of qualification designations....

Financial planning • 8 August 2025

AMP chief executive, Alexis George, believes the North platform is on a forward trajectory after a period of “stagnation” and is targeting consistent quarterly growth in ...

Financial planning • 8 August 2025

GQG Partners has lost over US$1 billion from an institutional client, contributing to FUM falling by US$6 billion in July, as it flags fund underperformance could lead to...

Funds management • 8 August 2025

Sequoia Financial Group has revealed the scale of complaints lodged with the Australian Financial Complaints Authority relating to its role in the Shield Master Fund and ...

Financial planning • 8 August 2025

Betashares has partnered with a US fund manager to form a private capital division aimed at providing financial advisers and wholesale clients with private markets invest...

Funds management • 8 August 2025

For foreign fund managers looking to come to Australia, a financial services law firm has shared which regulatory option offers them the quickest pathway?...

Funds management • 8 August 2025

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

Financial planning • 8 August 2025

Pinnacle’s London affiliate, Life Cycle Investment Partners, has secured over $15 billion in FUM in its first year and achieved profitability, the firm’s fastest affiliat...

Funds management • 11 August 2025

Iress has successfully completed its business transformation to become a growth-focused business set to benefit from the expansion of advice to unadvised consumers in Aus...

Financial planning • 11 August 2025

Insignia Financial’s wrap platform, MLC Expand, has launched a new investment menu, delivering low-cost access to ETFs and term deposits for advisers and their clients....

Financial planning • 11 August 2025

A failure to implement a succession plan could negatively impact the sale price of an advice firm, with almost half of practices telling CFS that they would struggle to o...

Financial planning • 11 August 2025

Wealth management firm LGT Crestone has appointed Darragh Kennelly as a senior investment analyst to help the firm scale its alternatives platform....

Financial planning • 11 August 2025

Over 600 AFSLs – a third of the total number – are operating with just one adviser, according to Wealth Data, reflecting the rise of self-licensing....

Financial planning • 11 August 2025

Hot on the heels of its AMP advice acquisition last year, Entireti has acquired licensee solution provider IOOF Alliances from Insignia, enhancing its offering for self-l...

Financial planning • 12 August 2025

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

Financial planning • 12 August 2025

Investment manager Drummond Capital Partners is to launch a retail version of its private market separately managed account next month after witnessing "huge" uptake for ...

Financial planning • 12 August 2025
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