AZ NGA has partnered with an Adelaide-based accounting and financial planning practice as it expands its presence in South Australia. AZ NGA labelled the partnership “a significant step forward" in ...

Distribution of private credit funds through advised channels to retail investors will be an ASIC priority for 2026 as it releases the results of its fund surveillance. The report REP 280 Private ...

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 ...

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 ...

Up to 20 per cent of wealth and asset managers are set to be acquired by 2029, according to Morgan Stanley, with focus expected to move to ‘inter-sector’ deals between industries. The firm’s report, ...

Private wealth firm Escala Partners is seeking to become a leading player in the Australian advice landscape, helped by backing from US player Focus Financial. It was announced in July that private ...

ETF provider Global X has expanded its GARP ETF range with the launch of a vehicle focusing on Australian equities. The Global X S&P Australia GARP ETF (GRPA) will target 50 leading local companies ...

Count has enacted its latest M&A deal of the financial year, acquiring the accounting and audit client base of a Sydney accounting firm. Subsidiary CountPlus One has entered into a binding agreement ...

Ausbil has launched its first active ETF in response to adviser demand for a dual-access product offering regular monthly income. The Ausbil Active Dividend Income Fund – Active ETF (DIVI) holds ...

Evidentia Private has appointed Haydn Scott as principal for private wealth solutions. Based in Melbourne, he will focus on the firm’s tailored asset consulting service and private market solutions.

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 ...