ACQUISITION

Funds management

Generation Development Group has shared the outcome of its EGM regarding its plans to fully acquire Lonsec through remaining shares....

Funds management

Fund manager Merlon Capital Partners has announced it has acquired the minority stake in the business previously owned by Fidante. ...

Funds management

HMC Capital has completed its acquisition of private credit fund manager Payton Capital as it seeks to take advantage of the burgeoning opportunity in the asset class....

Funds management

Regal Partners has entered into agreement to acquire private capital and alternative investment specialist Merricks Capital for $235 million....

Funds management

Alternative asset manager HMC Capital has announced it will acquire private real estate debt manager Payton Capital in a bid to establish a $5 billion private credit plat...

Funds management

Asset manager Janus Henderson has made two acquisitions in the ETFs and emerging markets space as it takes strategic steps to meet client needs....

Financial planning

Count Financial’s acquisition strategy shows no signs of slowing down, as the company’s equity firm acquires a $1.4 million stake in a Gold Coast accounting business....

Financial planning

Centrepoint Alliance has reported a 63 per cent NPAT growth for 1H24 and is looking to its existing licensee network to enact their own acquisitions as they look for succ...

Financial planning

Count has made its latest acquisition of a company that provides offshore services for advisers out of India, continuing the expansion of its services segment....

Financial planning

Advisory and asset management group Prime Financial has announced it will acquire a fund management platform and its two funds as it seeks to launch a diversified alterna...

Financial planning

Sequoia is seeking $3.5 million in damages from Tim McGowen, following the acquisition of Informed Investor in April 2022. ...

Financial planning

Critique Private Clients, a Sydney-based advisory business, has switched from an Insignia-owned licensee to Count’s Australian financial services licence network....

Financial planning

Sequoia has made a $2 million acquisition as it expands its product offering to deliver professional services to advisers....

Funds management

Having ended its acquisition plan last week, the co-chair of Pacific Current Group’s independent board committee is to depart as the firm seeks alternative ways to boost ...

Financial planning

Fund manager DMX Asset Management is backing three different financial advice licensees in its Australian Equities fund as it expects an easing of industry headwinds will...

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MARKET INSIGHTS

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

21 hours ago
Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

2 days 4 hours ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

2 days 4 hours ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

4 days 22 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks 2 days ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week 1 day ago