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Leading managed account providers join forces to better serve the evolving advice landscape

From BetaShares

In a significant development for Australia’s financial advice landscape, Betashares has announced that it will merge its managed accounts division with InvestSense, forming a new business called Trellia Wealth Partners.

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15 Jul 2025

Betashares and Equity Mates team up to help more Australians take charge of their financial future

From BetaShares

In a significant step forward for financial and investment education in Australia, Betashares and Equity Mates are teaming up to advance their shared mission of helping Australians to take charge

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08 Jul 2025

Betashares reaches $50 billion, gears up for next phase of growth

From BetaShares

Betashares, a leading Australian financial services company, today announced it has reached $50 billion in funds under management, marking a significant milestone for the business as it accelerates its mission

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03 Jun 2025

Betashares introduces groundbreaking options for income investors with Australia’s first defined income ETF range

From BetaShares

Leading Australian financial services business, Betashares, has announced the launch of a groundbreaking range of fixed income ETFs that deliver predictable monthly income with a defined maturity date – a

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08 May 2025

Betashares launches first ethical Australian Fixed Income ETF

From BetaShares

Betashares, a leader in the Australian financial services industry, today launched the first ETF to invest fully in an ethically-screened portfolio of Australian bonds. The Betashares Ethical Australian Composite Bond

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08 Nov 2024

Betashares enters $3.9 trillion Australian superannuation industry

From BetaShares

Leading Australian financial services business, Betashares, today announced it has completed its acquisition of Bendigo Superannuation as part of its long planned entry into the $3.9 trillion[1] Australian superannuation sector. This

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03 Sep 2024

Betashares launches first Australian Equities Momentum ETF

From BetaShares

Betashares, a leading Australian financial services company, has launched the Betashares Australian Momentum ETF (ASX: MTUM) – the first Australian equities momentum ETF on the ASX. The latest innovation from

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26 Jul 2024

Australian ETF Industry hits $200B milestone, expected to grow to $500b by 2030

From BetaShares

Leading Australian financial services company, Betashares, has announced the Australian ETF industry passed $200 billion in funds under management during June 2024, based on Betashares analysis of ASX and CBOE

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12 Jul 2024

Betashares to accelerate growth following investment from Temasek

From BetaShares

Betashares, a leading Australian financial services company, has announced it has entered into a binding agreement with Temasek, a global investment company headquartered in Singapore, for Temasek to invest up to

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18 Jun 2024

Betashares launches Australian Major Bank Subordinated Bond ETF

From BetaShares

Leading Australian fund manager, Betashares, has launched the Betashares Australian Major Bank Subordinated Debt ETF (ASX: BSUB) on the ASX. The new fund provides intelligent exposure to a portfolio of

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13 May 2024

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CPD: Australian bank hybrids – navigating the transition to alternative income sources
Key takeaways Expanding beyond domestic hybrids to a global fixed income opportunity set can unlock better returns and greater diversification. To match the expected return from hybrids, only 25% of [...]
CPD: Climate – the $50 trillion investment opportunity
For advisers and their clients, few themes rival the scale, urgency and long-term significance of climate change. Just as the rise of the internet revolutionised global markets over the past [...]
CPD: Ethics and inappropriate advice
Inappropriate financial advice exists on a spectrum, ranging from relatively minor oversights to serious breaches of professional duty. At one end, a client may simply misunderstand or misrepresent their risk [...]
CPD: Cookie-cutter financial advice – lessons for advisers
Introduction “Cookie-cutter” advice refers to generic, templated financial advice that is not tailored to an individual client’s circumstances. Because they are not personalised to a client’s ‘objectives, financial situation and [...]
CPD: Tax and philanthropy
Philanthropy offers a dual advantage: it supports charities, not-for-profits, and community groups while also providing tax benefits to the donor. This article, proudly sponsored by Allianz Retire+, examines the benefits [...]