The new Fundamental business will focus on value investing in Australian smaller companies and opened its first fund – Fundamental Smaller Companies – on 1 July which is open to wholesale clients and ...

Australian Unity has looked to Vanguard for its new chief executive for wealth and capital markets. The firm has appointed Balaji Gopal to the role from 24 August, succeeding Esther Kerr who departed ...

AustralianSuper and Australian Retirement Trust (ART) have shared their FY25-26 performance and what led to the investment returns. The two super funds are Australia’s largest superannuation funds ...

In the June exam cycle, there were 209 candidates sitting the exam which included 137 who were sitting for the first time. Out of these, 150 people passed which represents a pass mark of 71.7 per cent ...

The private wealth business of Perth-based Euroz Hartleys is to enter a strategic alliance with Canadian bank BMO Financial Group. BMO – which has US$1.5 trillion ($2.3 trillion) in assets under ...

While the last full week of this financial year proved a quiet one, a steep dive throughout June has secured a net loss for the Financial Adviser Register (FAR). The latest Padua Wealth Data analysis ...

Euroz Hartleys Group has confirmed it is now in discussions regarding a potential transaction to acquire the capital markets business of BMO Financial Group. In an ASX statement on 5 June, the wealth ...

Challenger has entered into a binding agreement to merge its multi-affiliate fund management business Fidante with Channel Capital. Under the agreement, active multi-affiliate manager Fidante will ...

Betashares has launched a new low-cost fixed income ETF designed to track APRA’s flagship benchmark, capitalising on the opportunity as yields hit a decade high. Trading under the ticker COMP, ...

Headquartered in Melbourne, Capstone has a network of 220 advisers across Australia to which it provides a comprehensive range of business support services such as technology, marketing and ...

A trust report into fund providers has found ETF managers are among the highest-trusted providers. The report by CoreData said trust has become a measurable viable for advisers alongside performance, ...

Magellan Investment Partners has rebranded one of its dual-access, global equities funds while also axing another from its ETF suite, changes it says will bring into better alignment with evolving ...