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ACQUISITION
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. ...
Funds management
Pinnacle Investment Management has acquired third-party marketing and distribution firm, Winston Capital Partners, in a move to expand its retail distribution footprint. ...
Funds management
Acquisitions helped Macquarie Asset Management grow its assets under management by 22% but base fees and performance fees were both down during FY21....
SMSF
Class’ net profit after tax fell 46% after the firm offloaded its investment in managed account service, Philo Capital, and has acquired legal documentation software prov...
Funds management
Iress has been approached a third time by EQT Fund Management to acquire all its shares and its board intends to recommend that shareholders vote in favour of the proposa...
Financial planning
State Street is set to launch a private markets solution for institutional investors as it acquires solutions and data management provider Mercatus....
Funds management
Athene Holding has acquired a minority stake in Challenger for $720 million as part of its growth strategy....
Funds management
The investment and advisory firm is the 50th to be admitted while the Chi-X group looks to be acquired by Cboe Global Markets and J.C. Flowers and Co....
Funds management
IOOF’s bid to acquire MLC, including NULIS Nominees, has been approved by the prudential regulator, and is working towards a completion date of 31 May, 2021....
Financial planning
The accounting and financial advisory network has acquired Blue Harbour Financial Partners and Henderson Matusch Group....
Funds management
Investec Australia has sold its corporate loan book to Metrics Credit Partners as part of its move to exit its Australian 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?...