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ACQUISITION
Financial planning
Selfwealth’s acquirer, Syfe Group, has said the firm is hopeful of opportunities from the mass affluent population as it believes a gap exists between DIY brokerage and f...
Funds management
Platinum Asset Management and Regal Partners have reached an agreement regarding whether to proceed with an acquisition following a period of due diligence, as Platinum o...
Funds management
Alternative asset manager iPartners Funds Management has announced a new acquisition to support its retail presence with a majority stake in Mi Funds Management....
Funds management
Selfwealth has announced it has received a “highly attractive” bid from Bell Financial Group to acquire 100 per cent of the company, valuing the company at $51 million....
Funds management
The board of Platinum Asset Management has reached a “unanimous conclusion” regarding a proposal from Regal Partners to acquire the company....
Funds management
Australian Ethical has completed its acquisition of sustainable fixed income manager Altius Asset Management from Australian Unity....
Financial planning
A dispute between Sequoia Financial Group and individual Tim McGowen has reached a conclusion, following a problematic acquisition of three companies....
Funds management
Magellan has seen its statutory net profit after tax rise by almost a third in FY24, as it announces a minority stake acquisition in a $22 billion investment manager. ...
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....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...