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 ...

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 ...

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.

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 ...

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 ...

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 ...

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm. CPG Research & Advisory, which operated in the Sydney CBD, saw its AFSL cancelled after ASIC became aware that CPG had ...

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 ...

ASIC has warned financial advice licensees (AFSLs) to exercise caution when seeking offshore services, despite their affordability. The corporate regulator’s call follows a review of 10 advice ...

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 ...

Advice licensee Fiducian is in the process of acquiring around $94 million of assets via tuck-in acquisitions. The firm’s financial planning division has 77 advisers across Australia, and net inflows ...

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 ...