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 ...

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 ...

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 ...

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.

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 ...

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 ...

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 ...

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 ...

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 ...

ASIC wants to expand proceedings against Equity Trustees to seek compensation for members following Macquarie’s agreement to pay $321 million over Shield failings. The corporate regulator wants to ...

Advice firm Apt Wealth Partners has appointed Andrew Dunbar as CEO to lead the firm in its next growth phase, while former CEO James McGregor will step up as executive chair to focus on M&A plans.

Fidelity International has appointed Thomas Taw to the newly created role of head of ETF distribution for APAC, joining from a decade at BlackRock. Based in Hong Kong, he will be responsible for ETF ...