Stockbrokers and Investment Advisers Association chief executive, Judith Fox, is set to retire at the end of this year.

Platinum Asset Management’s head of investment, Douglas Isles, has departed the fund manager after 12 years as the firm reshapes the business amid a merger with L1 Capital.

A specialist ETF provider is seeking to become “the new Betashares” with its active ETFs, thanks to its use of algorithms to achieve outperformance.

More than half of the top 20 most popular shares bought by advised investors during the first half of 2025 were ETFs, according to AUSIEX data.

Platinum Asset Management has entered into binding terms for a merger with L1 Capital with the firm to be renamed upon completion.

Two national advice businesses have merged to form a leading holistic advice business with $2.5 billion in funds under management.

Insignia Financial has completed its transition of a range of administration and technology functions to SS&C Technologies as it seeks to be a leading wealth manager by 2030.

Coastal Advice Group chief executive, Daniel Brown, has said the firm has no intention of slowing down, with plans to do as many as 15 acquisitions in the next 12 months.

The finalists for the 2025 Australian Wealth Management Awards have been revealed, shining a spotlight on the top performers and rising stars across the nation’s wealth sector.

Two active fund managers have outshone rivals to report double-digit share price growth of more than 40 per cent for FY25, but another has lost more than 50 per cent.

ASIC has confirmed the industry funding levy for the 2024–25 financial year and how much licensees can expect to pay.

Prime Value Asset Management has launched a retail fund investing in microcap companies, a new version of its existing wholesale offering.