Latest Wealth Management News

Iress Limited reported a robust first half of 2025 with strong earnings growth and reduced leverage, driven by core business strength and strategic divestments. The company is poised to capitalize on regulatory tailwinds and technology demand in wealth and trading sectors.

Sequoia Financial Group reports robust FY25 growth with improved margins and a fully franked dividend, while navigating regulatory scrutiny and governance reforms.

WT Financial Group reports robust FY2025 growth driven by a scalable adviser network and a strategic joint venture with Merchant Wealth Partners, positioning itself for further consolidation in Australia’s financial advice sector.

WT Financial Group and its joint venture Investco have incorporated two new 'Hubcos' to consolidate advisory firms and pursue strategic acquisitions, marking a significant expansion in their financial advice platform.

AMP Limited reported a modest increase in underlying net profit after tax to $236 million for the first half of 2025, supported by steady revenues and disciplined cost management across its key business units.

AMP Limited reported a 9.2% rise in underlying NPAT to $131 million for the first half of 2025, driven by growth in wealth management cashflows and cost efficiencies. The company declared a 2.0 cents per share interim dividend and reaffirmed its full-year guidance amid ongoing digital banking expansion and AI integration.

AMP reported a 9.2% increase in underlying net profit after tax to $131 million for the first half of 2025, driven by robust cashflow growth and steady performances across its wealth and banking divisions. The company also declared a 2.0 cents per share interim dividend, maintaining disciplined cost control amid ongoing strategic investments.

AMP Limited reported a 9.2% rise in underlying net profit after tax for the first half of 2025, alongside a declared interim dividend, while navigating fresh legal challenges.

WT Financial Group has reported a strong 21% increase in underlying net profit before tax for FY2025, driven by robust revenue growth and improved operational efficiency. The company also announced a new joint venture aimed at fueling future expansion.

Equity Story Group has secured a transformative deal to acquire Baker Young Limited, significantly expanding its wealth advisory footprint and boosting revenue projections by over 400%. Meanwhile, its Growth Fund outperforms benchmarks and a new litigation funding vehicle launches.

HALO Technologies reports $3.54 million in Q2 revenue with rising subscription income, progressing UK expansion pending FCA approval, and a $6.75 million capital raise nearing completion.

Raiz Invest Limited reported robust growth in Q4 FY25, with active customers and funds under management hitting new highs, supported by a strategic partnership with Drip Invest and ongoing product innovation.