Latest Wealth Management News

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.

Count Limited reported robust FY2025 growth with funds under management surpassing $5.1 billion and increased dividends, while advancing its acquisition strategy and embracing AI-driven efficiencies.

Perpetual Limited has taken a significant step by entering an exclusivity agreement with Bain Capital Private Equity to explore selling its Wealth Management business, though no deal is guaranteed.

Impact Minerals is reigniting exploration at its vast Broken Hill project in NSW, leveraging rising metal prices and a proprietary multi-metal ratio to uncover high-grade platinum group metals and base metals.

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.

Prime Financial Group has secured two strategic acquisitions across its Wealth and Business segments, alongside executing a Non-Binding Indicative Offer for a major Wealth sector target and appointing a new CFO.

Insignia Financial reported a 3.1% rise in Funds Under Management and Administration to $340.5 billion, driven by strong net inflows into its Wrap platform and strategic enhancements to its MLC offerings. The company also completed a key custody transition and unveiled a refreshed MLC brand campaign.

MyState Limited’s merger with Auswide Bank has driven a 17% rise in underlying net profit to $41.3 million for FY25, alongside a strengthened capital position and a fully franked 11 cent dividend.

Praemium reported a robust start to FY2026 with total Funds Under Administration rising 13% to $67 billion, led by strong organic growth in its Spectrum platform. The company’s strategic focus on high-net-worth clients and platform consolidation continues to gain traction.

Raiz Invest Limited has reported record first-quarter FY26 results, hitting $2 billion in funds under management and expanding its customer base to over 335,000. The fintech firm also raised its earnings guidance, underpinned by new product launches and strategic partnerships.

HUB24 has reported a record $5.2 billion in net inflows for Q1 FY26, boosting its Funds Under Administration to $146.5 billion and securing the top spot for adviser satisfaction in Australia.

Raiz Invest has hit a record $2 billion in funds under management, driven by strong customer growth and innovative product launches. The fintech’s latest quarter also saw strategic partnerships expand its market reach.