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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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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 4 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 20 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago
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