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 ...

Why Real Estate Private Credit Is Becoming a Strategic Allocation. By 2025, real estate private credit has firmly entered the investment mainstream. Once viewed as a niche alternative, it is now ...

Last September, the firm launched three active ETFs in Australia on Cboe; Avantis Small Cap Value Active ETF (AVSV), Avantis Global Equity Active ETF (AVNG) and Avantis Emerging Markets Equity Active ...

Almost one in every 1,000 Australian residents could be an ultra-high-net-worth individual (UHNW) in five years’ time, according to Knight Frank. According to Knight Frank’s Wealth Report 2026, it ...

The finalists for the 2026 Australian Wealth Management Awards have been revealed, recognising those driving excellence throughout Australia's wealth management industry.

BlackRock vice president Jack Delaforce has joined Australian alternative real estate investment manager Qualitas Limited as director of its advised distribution team. Delaforce, who had been a vice ...

Perpetual has received a bid from European private equity giant EQT to acquire the company via a scheme of arrangement. In an ASX announcement late on 1 July, having been in a trading halt during the ...

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 ...

Pengana Capital Group has completed the capital raising for its AI-focused listed investment trust, having targeted up to $350 million. At the start of this month, the fund manager stated its ...

AMP’s North has partnered with estate planning platform estateXchange as part of its efforts to deliver an end-to-end, full lifecycle solution for advisers. As the profession gears up to handle a wave ...

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 ...

Esencia Wealth has merged with a NSW advice firm, marking its third M&A deal this year while also expanding its client book by 650. The merger with Cove Financial Group, based in Shellharbour, will ...