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WEALTH MANAGEMENT

Funds management

Six months after scrapping its planned deal with KKR, Perpetual is yet to make significant headway on the sale of its wealth management division but is focusing on altern...

Features

Bell Financial Group co-chief executive, Arnie Selvarajah, believes regulation will make the provision of episodic advice easier for consumers and is pivoting the busines...

Financial planning

Asset and wealth manager Prime Financial Group is looking to M&A and technology for future growth after growing its FUM by 58 per cent in FY25....

Financial planning

More than 25 winners have been announced at the second annual Australian Wealth Management Awards. ...

Financial planning

FNZ has signed a five-year partnership with Microsoft to “transform wealth management” through technology and artificial intelligence, and create an improved adviser expe...

Financial planning

Investment information firm Equity Story has completed its acquisition of South Australian financial advisory and stockbroker Baker Young, propelling the firm’s full-serv...

Financial planning

Submissions and nominations are now open for the Australian AI Awards 2025 – submit now to be recognised for excellence. ...

Financial planning

Michael McCorry, chief investment officer at BlackRock Australia, has detailed how investors are reconsidering their 60/40 portfolios as macro uncertainty highlight the b...

Financial planning

The finalists for the 2025 Australian Wealth Management Awards have been revealed, shining a spotlight on the top performers and rising stars across the nation’s wealth s...

Funds management

Wealth managers are planning to increase their use of active strategies as they believe active management offers diversification and outperformance potential for their cl...

Financial planning

At the halfway point of the year, consolidation pressures continue to drive financial services M&A with three areas identified as targets for asset and wealth managers, a...

Funds management

BlackRock has opted to reduce exposure to Australian equities in its model portfolios, taking profits after strong ASX performance year-to-date. ...

Financial planning

Australians have the second-highest median wealth in the world, beaten only by Luxembourg, as those in the middle bands are experiencing pronounced wealth growth, UBS has...

Funds management

Wealth managers who lack expertise in alternatives could find themselves at risk of losing clients, according to iCapital, with a shift towards evergreen funds already at...

People & Products

Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025. ...

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MARKET INSIGHTS

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