Crypto ETF assets under management fell by 24 per cent during FY26, according to Cboe, as eight funds lost more than 39 per cent over the year. At the end of June 2026, they had $613.6 million in AUM ...

Private markets manager Reach Alts has appointed a chief operating officer as the firm forecasts strategic alliance with the Australian private wealth market. Steve Beland joins Reach from One ...

The newly-completed acquisition of Oracle Group by Count will form the basis of a new Count Wealth subsidiary. The acquisition of Oracle Group was completed on 20 July, having first been announced in ...

WT Financial (WTL) has shared the progress of its Hubcos model as they embark on their own acquisition activity and begin contributing positively to the firm’s financial results. In its indicative ...

Pengana Capital Group (PCG) executive, Dean Weinbren, has shared what he believes contributed to the fund manager’s rise to $4 billion in assets under management(AUM). Last week, the firm announced it ...

ASIC has cancelled the AFSL of a managed investment scheme responsible entity following a payment by the Compensation Scheme of Last Resort (CSLR). Queensland-based Australian Fiduciaries received a ...

Advice licensee Count has completed its cornerstone investment in Tailored Lifetime Solutions, taking a 20 per cent stake. As part of the transaction, which was flagged in May, Tailored has also ...

FinCap has named the first five investment managers to be featured in its Helm platform portfolios. Last month, it launched a managed account platform with three managed portfolios, seeking to address ...

Experienced financial services veteran, Geoff Lloyd, has been named as the next chair of Entireti, Australia’s largest advice licensee. He will succeed Ray Miles, founder of Fortnum Private Wealth who ...

Over $100 billion of the upcoming wealth transfer is expected to be directed to charitable giving, according to Morgan Stanley Wealth Management. The firm’s report The Future of Giving, which surveyed ...

Investment consultant AZ Sestante has appointed a senior portfolio manager from SQM Research. Paul Saliba will join the firm as a senior portfolio manager, reporting to its chairman and director ...

GQG Partners has reported its first-half outflows as the firm navigates a bearish sentiment towards AI stocks. At the start of the year, total funds under management (FUM) were US$163.9 billion ($236 ...