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ACQUISITION
Funds management
The 100% acquisition of Glennmont looks to enhance Nuveen’s $3.7 billion infrastructure platform. ...
Life/Risk
In the latest step of the acquisition, AIA Australia will notify CommInsure policyholders of their transfer to the life insurer which is subject to the Federal Court of A...
Funds management
Amanda Gillespie will be appointed as group executive of Perpetual Asset Management, Australia while David Lane will run the international division. ...
Financial planning
After picking up nearly 20% of Evans Dixon in August, 360 Capital is moving to acquire the company....
Funds management
The acquisition would include Parametric and Calvert and will be finalised in the second quarter of 2021. ...
Funds management
Investment group Generation Development Group has picked up a key 37% stake in research and ratings house, Lonsec....
Financial planning
CountPlus member firm AdviceCo has announced it has completed a tuck-in acquisition of the accounting revenues of Arch Capital under the CountPlus ‘owner-driver, partner’...
Financial planning
The acquisition would allow Matthews Steer Accountants and Advisors to leverage the scale, resources and capabilities of the broader AZ NGA network....
Financial planning
Its official. IOOF will acquire MLC Wealth but will not carry remediation costs....
People & Products
Class has acquired Smartcorp for $4.2 million with the transaction to be completed by 20 August....
Funds management
Global investment management firm Franklin Templeton, has announced a completion of acquisition of Legg Mason, creating a firm with US $1.4 trillion in assets under manag...
Funds management
Perpetual has picked up a 75% stake in significant US investment business, Barrow, Hanley, Mewhinney and Strauss....
Financial planning
Those looking to acquire advice firms may be well-advised to terminate advisers if they have questionable regulatory compliance histories....
Financial planning
Praemium has moved to acquire PowerWrap to create one of Australia’s largest independent specialist platform providers....
Funds management
Research and ratings house Zenith Investment Partners has achieved what amounts to a reverse listing by acquiring publicly-listed Chant West Holdings....
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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?...