Latest Investment Products News

Australian Ethical Investment Limited has reported a robust half-year performance, with profits and funds under management hitting new highs, underpinned by strategic platform upgrades and sustained net inflows.

InvestSMART Group Ltd reports a solid half-year performance with funds under management reaching $750 million and a growing subscriber base, while outlining plans to enhance its digital wealth platform with AI and new services.

Magellan Financial Group reported a 27% drop in statutory net profit but maintained stable operating profit and increased earnings per share by 5%, supported by ongoing share buybacks. The company declared a fully franked interim dividend up 50%, reflecting confidence despite investment performance challenges.

InvestSMART Group Limited reported a 2.2% increase in Funds Under Management to $750 million as of December 2025, supported by growth in Professionally Managed Accounts and rising subscription income. The company also extended its Employee and Director Share Plan loans and executed an on-market share buyback.

Banco Santander has launched a A$450 million tranche of floating rate senior notes due in 2031, targeting exclusively professional and eligible counterparties under MiFID II regulations. The notes offer a quarterly interest rate tied to the 3-month BBSW plus a margin of 0.97%.

JPMorgan Asset Management has announced updated cash distribution amounts for December 2025 across four of its Equity Premium Income ETFs, offering investors a clear timetable and participation details for reinvestment.

Stakk Limited has landed a pivotal 3-year contract with U.S. fintech giant SoFi, significantly boosting its annual recurring revenue projections beyond $8 million. This deal highlights Stakk’s growing footprint in embedded finance across major international brands.

Citigroup Global Markets Australia announces a partially franked $2.80 dividend for MQG CitiFirst Self-Funding Instalments, effective with an 18 November record date and ex-dividend trading from 17 November 2025. The dividend triggers adjustments to outstanding loan amounts across multiple instalment securities.

Sequoia Financial Group’s subsidiary InterPrac Financial Planning faces ASIC civil penalty proceedings over past investment advice but plans a robust defence.

Australian Bond Exchange Holdings (ASX – ABE) unveiled new AUD-denominated market-linked securities and progressed its AI-driven credit analysis tool, while reporting a $0.7 million quarterly cash outflow and plans for capital raising.

L1 Group Limited has announced a $330 million equity raising to fund expansion initiatives, including new investment strategies and potential acquisitions, following its recent merger with Platinum Asset Management.

Assetora Limited has reopened its flagship fund under a new name, secured a $3 million strategic investment, and reported its first positive operating cashflow since adopting its fund-management model.