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.

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.

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

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.

ASIC has permanently banned a financial adviser after he allegedly concealed information from clients and misused client funds, among other breaches.

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

Results are out for the latest sitting of the ASIC financial advice exam, with the pass rate falling for the second consecutive sitting.

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call.

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

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.

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.

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