POWERED BY MOMENTUM MEDIA
ACQUISITION
Financial planning
Two commentators have shared why cultural alignment can be the biggest deal breaker when it comes to advice M&A and how to ensure a successful fit. ...
Financial planning
When it comes to M&A activity, the share of financial buyers such as private equity firms in Australia fell from 67 per cent to 12 per cent in the last financial year. ...
Financial planning
Investment information firm Equity Story has completed its acquisition of South Australian financial advisory and stockbroker Baker Young, propelling the firm’s full-serv...
Funds management
BlackRock has announced its plan to acquire real estate investment firm ElmTree Funds which will be integrated into its new private financing solutions business. ...
Funds management
Metrics Credit Partners has completed the acquisition of Taurus Finance Group and BC Investment Group as it looks to launch consumer lending arm Navalo....
Financial planning
Calder Wealth Management (CWM) has acquired a Melbourne-based financial planning business to strengthen its Victorian footprint....
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....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...