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 ...

ASIC has filed proceedings in the NSW Supreme Court that claim Fortnum Private Wealth failed to meet its AFSL obligations due to inadequate policies, frameworks, systems and controls in place to deal ...

Australian fund managers are actively seeking to launch Cayman versions of their funds, according to a lawyer, as they seek to maximise assets from overseas investors. These Cayman vehicles, ...

Integro Private Wealth has formed a strategic partnership with an accounting business in Brisbane, signifying its expansion into Australia’s east coast. The Perth-based wealth management firm has ...

Having rejected the possibility of going ASX-listed, Mason Stevens’ CEO details why the wealth platform went down the private equity (PE) route and how it intends to accelerate its growth ambitions.

In the latest annual platform report from Investment Trends, Netwealth has claimed the top spot with a satisfaction score of 91.5% for its overall platform functionality. This was followed by HUB24 ...

As artificial intelligence (AI) becomes increasingly commonplace in Australia’s finance sector, over half of workers fear it poses a threat to their job security. The Finance Sector Union (FSU) ...

Australia’s largest advice licensee Entireti has acquired licensee solution provider IOOF Alliances from Insignia. This will merge IOOF Alliances with existing Jigsaw Advice Solutions, which it ...

According to the investment consultant’s chief executive Georgina Dudley, the range of appointments reflects the firm’s strategic growth vision. “By investing in our people and expanding our ...

The firm’s 2024 Platform Competitive Analysis and Benchmarking Report statistically analyses how Australia’s platforms are driving innovation and servicing the evolving needs of financial advisers and ...

AZ NGA has entered into a strategic partnership with national advice firm MiQ Private Wealth. The deal will provide a succession solution for MiQ’s retiring partners, a pathway for future leaders to ...

Ironbark Investment Partners has acquired a Sydney-based family office business as it looks to double down on the delivery of high-net-worth (HNW) advice. The diversified financial services firm has ...