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Class’ net profit after tax fell 46% after the firm offloaded its investment in managed account service, Philo Capital, and has acquired legal documentation software prov...
Funds management
The investment and advisory firm is the 50th to be admitted while the Chi-X group looks to be acquired by Cboe Global Markets and J.C. Flowers and Co....
Financial planning
Four former IOOF-licensed firms, four of them Bridges operatives, have moved home to Count Financial....
Funds management
Yarra Capital Management has entered into agreement to acquire Nikko Asset Management’s Australian business, creating a combined assets under management of $20 billion....
Funds management
WAM Capital has confirmed that its offer, to acquire all issued shares in the Contango Income Generator Limited, will close on 13 November and does not intend to extend t...
People & Products
Morningstar is to acquire Canadian financial planning and risk-profiling software firm PlanPlus Global....
Funds management
Centuria will make an offer of $174 million to acquire the New Zealand real estate fund management platform....
Funds management
Natixis Investment Management has announced the acquisition of MV Credit, a UK-based credit specialist....
People & Products
Fintech firm OneVue has acquired the No More Practice Education portal, which delivers education digitally to financial advisers, accountants and brokers....
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...