Having completed the successful integration of Diverger, Count has upgraded its forecast for expected synergy benefits achieved by the acquisition ...
It can be extremely hard to realise the gains from financial advice M&A, according to Peloton Partners’ Rob Jones, and ...
Two financial advice businesses are to merge in a bid to create a multidisciplinary professional services firm as part of ...
Sequoia Financial Group has received a defence and counterclaim from Tim McGowen regarding the acquisition of Informed Investor.
The current macroenvironment is proving to be ‘encouraging’ for global mergers in the funds management space, says Wilson Asset Management, ...
Count Financial’s acquisition strategy shows no signs of slowing down, as the company’s equity firm acquires a $1.4 million stake ...
A former Insignia advice firm Murray Nankivell, specialising in providing advice in regional South Australia, has joined the Count licensee.
The demand for financial planning businesses for sale isn’t decreasing but firms need to know how to value their business ...
Having unsuccessfully tried to acquire Pacific Current Group last year, GQG Partners has agreed to acquire three of its US-based ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
