Latest Wealth Management News

Netwealth has broadened its partnership with Morgan Stanley Wealth Management Australia by providing a new domestic platform for ASX equities and investments, underpinning robust FY26 fund inflows and an optimistic FY27 outlook.

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.

WT Financial Group has completed the sale of its Vesta subsidiaries to Titan Advice Group, increasing its direct equity stake in TAG and advancing its multi-pronged Hubco strategy with further acquisitions and new platform formations.

Bravura Solutions plans to list on the London Stock Exchange's AIM market by late July 2026, aiming to tap into UK and European institutional investors while maintaining its ASX primary listing.

Euroz Hartleys is set to sell its Capital Markets division to BMO Financial Group for A$145 million, refocusing on its Private Wealth operations and returning proceeds to shareholders.

WT Financial Group (ASX: WTL) reports robust half-year growth and unveils a $3 billion equity partnership strategy to scale Australia’s largest financial adviser network.

Praemium plans a staged rollout of its new core technology platform this year, following the integration of Technotia Laboratories. The company has restructured its tech team to cut costs and revised incentive payments for two founding Technotia principals transitioning to consulting roles.

Perpetual Limited is set to acquire a majority stake in loan servicing technology firm Interfi Systems, enhancing its Corporate Trust division’s digital capabilities while targeting a 15% reduction in gross debt by June 2026.

InvestSMART Group Limited (ASX:INV) has agreed to sell its Intelligent Investor business and management rights to four ETFs to Teaminvest Private Group Limited (ASX:TIP) for $16 million, aiming to sharpen its focus on digital advice and wealth platforms.

The ACCC has given the green light for Zurich’s acquisition of ClearView, clearing a major regulatory hurdle. With board and Crescent Capital Partners backing the deal, the transaction edges closer to completion, pending further approvals.

Bell Financial Group has kicked off 2026 with a striking 197% surge in net profit after tax for the first four months, driven by a strong rebound in its Markets division and steady growth in Platforms.

Generation Development Group has completed the migration of $1.8 billion in Xplore Wealth managed discretionary accounts to Evidentia’s Implemented Portfolios on the HUB24 platform, lifting total funds under management beyond $4 billion.