Count has welcomed a Melbourne-based advice practice to its network, with a focus on the technology efficiencies provided by the ...
Madison Financial Group, a wholly owned subsidiary of Clime, has formed a strategic alliance with Practice Development Group, bringing combined ...
OP-ED With Magellan CEO David George hinting at possible acquisitions, the appointment of Andrew Formica, who pursued an aggressive M&A ...
AZ NGA has made its latest acquisition with a stake in Sydney-based financial advice firm Foster Raffan iPlan.
With mergers and consolidation activity at a record high for Australia’s superannuation industry, Money Management rounds up the merger talk ...
Sequoia has agreed to acquire two advice firms for $3.15 million, expected to complete by the end of this month.
Driven by the desire to access new segments, build market share, and diversify product offerings, there is a resurgence in ...
Count and Diverger have announced key acquisitions in their continued strategies towards growth and boosting advice capabilities.
With merger activity top of mind for many financial planning firms strained by costs and regulation, this paraplanning firm has ...
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...
