ACQUISITION

Financial planning

Spring Financial Group (FG) has acquired specialist superannuation and retirement planner, Financial Choice....

image
Financial planning

Paul Barrett’s AZ NGA grows on the back of another acquisition funding, this time in the corporate super arena....

image
Financial planning

Fiducian has expanded its planning footprint into new territory by acquiring planning businesses in north-east Melbourne and Gippsland. ...

image
People & Products

Hub24 has announced its acquisition of its technology partner, Agility Applications....

image
Funds management

The London Stock Exchange Group has inked a deal to buy a business and financial information provider, to strengthen its analytics capabilities....

image
News

Investment platform provider, Praemium, has today announced its successful acquisition of UK pension provider, Wensley Mackay Limited....

image
Financial planning

Centrepoint Alliance has acquired RFE Group to support the growth of professional advice firms....

image
People & Products

International player Mazars has announced its transaction to acquire Corality Financial Group....

image
Life/Risk

Zurich has appointed two Macquarie Life personnel ahead of its acquisition of Macquarie Life, due to be finalised in October....

image
Funds management

CFSGAM has made its first infrastructure investment in France — a leading energy supply business, which is growing its renewable energy production. ...

image
People & Products

Infocus Wealth Management’s ‘Succession Plan’ strategy has seen it acquire a fourth advice business....

image
People & Products

To strengthen existing fundamental equity and active fixed income teams, State Street has agreed to acquire GE Asset Management....

image
Financial planning

Wealth management group, Standford Brown, has acquired Ian MacRitchie’s IMR Financial Advisors....

image
Superannuation

OneVue has acquired super administration business Super Manager Australia to expand its superannuation services....

image
Superannuation

Fintech provider, Enzumo, is seeking shareholder support for its $9.5 million deal to acquire superannuation research house, Chant West....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago