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ACQUISITION
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...
Financial planning
Two firms have joined forces to acquire Australian Unity’s financial advice business, which includes 18 advisers alongside its corporate superannuation services business....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...