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

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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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Fund managers must evolve product and engagement strategy to stay adviser-aligned 

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Investment Trends has released its 2025 Adviser Product and Marketing Needs Report, providing an in-depth analysis of how Australian financial advisers select investment products, construct portfolios, and engage with fund

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Advice practices refine their models as profitability lifts and support expectations evolve: nvestment Trends 2025 Adviser Business Model Report

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Investment Trends has released its 2025 Adviser Business Model Report, offering an in-depth analysis of the issues shaping the operations, profitability, and support needs of Australia’s financial advice practices. The latest

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Adviser flows concentrate as platforms face a new loyalty test

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Investment Trends has released the 22nd edition of its 2025 Adviser Technology Needs Report, delivering a comprehensive view of how Australian financial advisers engage with investment platforms and planning software. The study

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