Financial advice practice Eureka Whittaker Macnaught is in the process of acquiring three firms to boost annual revenue to $25 million. The Sydney-headquartered firm, which also has multiple offices ...
ASIC has released the results of the latest financial adviser exam, held in November 2025. The November exam was sat by 308 people and had a pass mark of 67.5 per cent, representing 208 people. This ...
Allianz Retire+ has appointed two individuals to support its reach of retirement income specialists with financial advisers. Lauren Matthews has been appointed as senior retirement income specialist ...
LGT Wealth Management is maintaining a neutral stance on US equities going into 2026 as it is worried whether the hype around AI euphoria will continue. Commenting on its portfolio positioning, the ...
Pengana has appointed a senior fund manager from Tyndall Asset Management to join its Australian equities team. Michael Maughan was previously a portfolio manager on the Tyndall Australian Share ...
BlackRock Australia plans to launch a Bitcoin ETF later this month, allowing advisers to access the cryptocurrency without needing to hold it directly. The iShares Bitcoin ETF (IBIT) is set to be ...
The central bank has released its decision on the official cash rate following its November monetary policy meeting. The Reserve Bank of Australia (RBA) has decided to hold the cash rate at 3.6 per ...
Franklin Templeton has continued the review of its fixed-income fund range, with multiple changes announced. This review, which affects 15 funds, is seeking to “ensure alignment and consistency” ...
APRA has issued a letter to platform trustees, calling on them to urgently improve their onboarding practices and monitoring to safeguard investments held on platforms. This follows the information ...
Former Fidelity fund manager Casey McLean has joined Magellan’s global equities team, while Perpetual has changed management on its Credit Income Trust. At Magellan, the firm said McLean has been ...
Intelliflo has been acquired by global investment firm Carlyle for $200 million. The software firm was first acquired by asset manager Invesco in June 2018 but it has now been announced it will sell ...
Wealth Architects has acquired a Cairns-based advice practice as it seeks to expand its national advice presence. The Brisbane-based company has acquired 100 per cent of Fiducia Private Wealth ...
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