Latest Investment Solutions News

Centrepoint Alliance reported a 16% rise in normalised EBITDA to $12.3 million for FY26, exceeding its guidance and lifting its EBITDA margin to 29%. The company’s adviser network grew modestly, while funds under management jumped 48%.

PT ANTAM (ASX:ATM) posted a 12% rise in gold production in 2Q26 and advanced key downstream projects including EV battery ecosystem development, while securing multiple ESG awards.

Count Limited has received Australian Competition and Consumer Commission clearance for its Oracle Group acquisition and locked in a $116.6 million debt facility with Commonwealth Bank to fund the deal and support growth.

HALO Technologies launches a convertible notes offer aiming to raise up to A$6.75 million, backing platform upgrades and expansion across Asia-Pacific and adviser networks.

Australian Ethical’s funds under management slid 3.7% to $13.57 billion in Q3 2026 amid market volatility, but the firm bolstered growth with a new $125 million private markets fund backed by the Clean Energy Finance Corporation and solid middle market client wins.

Count Limited has announced a strategic acquisition of Oracle Group, significantly expanding its financial advice and wealth management footprint across Australia. The deal is backed by a $40.9 million equity raising to support growth ambitions.

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.

Bell Financial Group delivered a robust 17.1% rise in net profit after tax to $36 million for 2025, driven by strong growth in its Platforms division and a rebound in market activity. The company declared a fully franked final dividend of 6.5 cents per share, signalling confidence as it prepares to launch a new wealth management platform in 2026.

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.

Insignia Financial’s Funds Under Management and Administration edged up to $342 billion, driven by strong inflows into its Wrap platform and multi-asset solutions, while Master Trust funds faced ongoing outflows amid product transitions.

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.