Latest Investment Solutions News

Income Asset Management has appointed Danielle Press as Chair and elevated CEO Jon Lechte to Managing Director, marking a significant leadership transition following the retirement of long-serving Executive Chair John Nantes.

Count Limited reported robust FY2025 financial results marked by significant revenue and profit growth, underpinned by strategic acquisitions and organic expansion. The positive momentum continues into FY2026 Q1 with further gains and a solid M&A pipeline.

Count Limited reports robust FY25 financial results driven by successful acquisitions and organic growth, with promising momentum continuing into FY26. The company’s integrated accounting and wealth services model positions it well amid demographic and market trends.

ARC Funds Limited reports a solid September quarter with a $634,000 equity placement, positive cash flow, and the successful integration of The Term Deposit Shop, positioning itself for further expansion.

Clime Investment Management has reported a strong FY25 profit turnaround, posting $2.1 million pretax and amortisation profit and declaring a fully franked dividend. The company outlines ambitious growth and margin targets for FY26 amid strategic restructuring and technology investments.

Raiz Invest reported robust FY25 results with 15% revenue growth and a near break-even net loss, underpinned by strong customer and funds growth. The fintech’s strategic innovations and partnerships set a positive tone for FY26.

Pengana Capital Group Limited has reported a strong turnaround for FY2025, posting a $2.61 million profit after tax and a 42% increase in revenue to $60.5 million, driven by growth in private credit and performance fees.

InvestSMART Group has showcased its position as Australia’s leading direct-to-investor digital wealth platform, reporting $711 million in funds under management and highlighting its integrated ecosystem of low-cost funds, research, and tools.

Prime Financial Group Ltd has reported a robust 21% increase in revenue to $49.4 million for FY25, alongside a 62% jump in net profit after tax. The company’s strategic acquisition of Lincoln Indicators Pty Ltd bolsters its wealth management capabilities and client base.

Insignia Financial Group reported a notable 18.5% decline in total revenue for FY2025 but achieved a strong 17.6% rise in underlying net profit after tax, highlighting resilience amid challenging conditions.

Australian Bond Exchange Holdings (ASX, ABE) reported a stronger Q4 FY25 with participation in a landmark digital currency pilot and the launch of an innovative AUD-denominated market-linked security, alongside improved cash flow and fresh capital raises.

Clime Investment Management has reported a solid operating profit for the June quarter, declared a fully franked dividend, and announced strategic expansions in staff and product offerings.