ACQUISITION

Financial planning

The Paul Barrett-led AZ NGA Group has taken a 51 per cent stake in Gareth Hall’s Wise Planners business....

image
Financial planning

Macquarie grows motor finance market share via its acquisition of Esanda dealer finance from ANZ....

image
Financial planning

AZ Next Generation Advisory, has announced its fourth acquisition in five months, bringing its total assets under management to $1 billion....

image
People & Products

Canberra-based accounting and consulting firm, Synergy Group, has acquired Moore Stephens Canberra....

image
People & Products

Financial market and mortgage system supplier IRESS has acquired Proquote and Pulse Software Systems to its portfolio in a bid to expand its UK operations....

image
Tools & guides

Identifying corporate takeover targets can be a lucrative strategy but avoiding rumour is critical, writes Christian Ryan....

image
Financial planning

Fiducian Group has acquired a Sydney-based advice firm with $85 million in FUA, bringing the group’s total FUA to $1.71 billion....

image
Funds management

Challenger’s Findante makes key European acquisition as turn-key to replicating its multi-boutique play....

image
Financial planning

Wilson Investment Group has sold its securities business to Wilson HTM, Craigs Investment Partners and Deutsche Bank after two years of flagging earnings....

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