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ACQUISITION
Funds management
Perpetual and Pendal have confirmed they are in discussion about a potential acquisition after Pendal rejected a bid earlier this year....
Financial planning
WT Financial Group, the ASX-listed parent of Wealth Today, has acquired Australia’s largest privately-owned financial adviser group, Synchron for $7.96 million. ...
Funds management
The resolution to approve the scheme of arrangement under which HUB24 will acquire all shares in Class has been approved by Class shareholders....
Funds management
Concluding weeks of negotiations, Wilson Asset Management has acquired the PM Capital Asian Opportunities Trust, although it required increasing its bid....
Financial planning
Sequoia Financial Group has announced the completion of the acquisition of the incorporated legal practice previously known as Topdocs Legal....
Funds management
Multi-boutique asset management firm, Pacific Current Group, has acquired a 35% stake in the US-based private equity real estate firm, Banner Oak Capital Partners....
Superannuation
HUB24 and Class have simplified the scheme consideration of the scheme implementation deed under which HUB24 agreed to acquire all Class shares....
Funds management
Carlyle Asia Partners has been given access to Link’s executive leadership and the firm has received another unsolicited proposal to acquire its banking and credit manage...
Funds management
Link Group will provide due diligence for Carlyle so that it can develop a revised proposal that is not subject to further due diligence....
Superannuation
The boards of Sydney Airport have recommended shareholders approve the 100% acquisition which will see security holders receive $8.75 per share....
Financial planning
CountPlus has announced the acquisition of Accurium from Challenger to expand its core service delivery to accounting firms and self-managed super funds. ...
Superannuation
The 100% acquisition is expected to accelerate HUB24’s platform strategy and consolidate the group’s position as a provider of integrated platforms, technology and data s...
Financial planning
AZ Next Generation Advisory has announced the acquisition of RI Newcastle and Lower Hunter in the New South Wales Hunter Region....
Financial planning
Since the acquisition of MLC, the firm has focused on organisational design which has resulted in its chief information officer leaving IOOF....
Funds management
The airport has received a third non-binding proposal from an IFM-led consortium for an acquisition and intends to grant the consortium due diligence. ...
MARKET INSIGHTS
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Podcast
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...