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 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.

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 ...

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 ...

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 ...

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.

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 ...

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 ...

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 ...

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 ...

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 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 ...