Latest Wealth Management News

HUB24 Limited showcased strong growth and strategic innovation at its 2025 Investor Strategy Day, highlighting market leadership and ambitious expansion plans across wealth management technology.

Euroz Hartleys Group Limited reported a robust FY2025 with an 87.7% jump in net profit and a strong start to FY2026, driven by increased brokerage and capital markets activity.

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.

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.