ACQUISITION

Superannuation

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

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Financial planning

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

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Financial planning

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

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Financial planning

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

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People & Products

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

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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....

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Tools & guides

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

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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....

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Funds management

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

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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....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

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

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 days 21 hours ago