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 ...

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 ...

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 ...

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 ...

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 ...

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.

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 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 ...

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.

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 ...

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 ...

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 ...