ACQUISITION
Funds management
Research and ratings house Zenith Investment Partners has achieved what amounts to a reverse listing by acquiring publicly-listed Chant West Holdings....
Funds management
One listed financial stock has demonstrated a spectacular turnaround to report 230% returns after seeing losses of 69% earlier this year. ...
Financial planning
Clime Investment Management has emerged as the buyer of Madison. ...
Financial planning
The proposed Iress acquisition of OneVue has surprised many but is explained by the synergies and returns which can be derived by leveraging technology and reach. ...
Financial planning
Financial services technology company, Iress has moved to acquire OneVue....
People & Products
Managed funds services business Ausmaq is now known as Clearstream Australia after the competition of its acquisition by Clearstream. ...
Funds management
Centuria Capital has acquired a 19% stake in New Zealand real estate funds business Augusta Capital, its first offshore acquisition, as it seeks to develop a presence in ...
Financial planning
Despite the current market uncertainty, OneVue has confirmed its continuing expectation that it will complete the transaction for the sale of Madison Financial Group in A...
People & Products
IRESS, the financial services software provider, has acquired UK-based O&M Systems, which provides pension and investment data comparison tools to financial advisers. ...
People & Products
Administration and consulting firm MMC has acquired super fund administrator IFAA....
Funds management
Franklin Templeton is to acquire Legg Mason in an all-cash deal for US$4.5 billion ($6.7 billion) to create a combined US $1.5 trillion asset manager....
Funds management
Research and ratings house Zenith has expanded its reach into the superannuation sphere via the acquisition of Chant West....
Funds management
Perpetual has announced an intention to acquire Trillium Asset Management, a Boston-based specialist ESG investment firm, for US$36 million....
Funds management
Centuria will make an offer of $174 million to acquire the New Zealand real estate fund management platform....
People & Products
SMSF platform provider, Class has acquired Amreeta Abott’s NowInfinity....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...