Only four licensees saw double-digit adviser losses over the Christmas and New Year period but a tail of more than 100 AFSLs were down by one each. Over the period from 18 December to 8 January, Padua ...

Trellia Wealth Partners has appointed a managing partner, joining from almost four years at Insignia Financial. Trellia was set up in July through a merger between Betashares and managed account ...

In a statement, responding to claims made by the Australian Financial Review, the fund manager said Streimann had resigned from the firm. This was in reaction to an “an investigation into an alleged ...

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 ...

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 ...

Russell Investments has partnered with financial advice firm Invest Blue to launch the Cornerstone Private Markets Managed Portfolio, to expand private market access for Australian advised investors.

AMP has reported a 61 per cent rise in inflows to its platform, with net cash flow passing $1 billion for the quarter. In an ASX update for the three months to 30 September, the firm said platform net ...

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.

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 ...

Zenith Investment Partners has reaffirmed its ratings across Metrics Credit Partners’ suite of funds, a week after rival research house Lonsec downgraded several of the private credit manager’s ...

Investment solution provider Channel Capital has appointed James Archer as its latest distribution director, joining from Pinnacle Investment Management. Based in Brisbane, Archer will be working to ...

GSFM has formed a distribution partnership with Auscap Asset Management to distribute its equities funds in Australia and New Zealand. The deal will see GSFM distribute Auscap’s High Conviction ...