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ACQUISITION
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....
Life/Risk
Lowers sales through advice channels have helped contribute to life/risk new sales reaching a five year low, according to new data released by Dexx&r....
Funds management
Pinnacle Investment Management has taken the 25% stake in Chris Joye’s Coolabah Capital previously owned by the Bennett Family....
Financial planning
Sydney-based Stanford Brown has announced the acquisition of Godfrey Pembroke advice firm, World Square Financial Services....
Financial planning
Announced a month ago, the acquisition is now completed with AdviserLogic chief executive Daniel Gara staying in his role....
Life/Risk
Resolution Life, the company which is acquiring AMP Life, has gone to the market and raised US$3 billion ahead of closing the AMP deal early next year....
People & Products
The firm made a $2.89 million investment in the Gippsland area accounting and financial planning firm....
Funds management
Bravura has continued on the acquisition trail, this time picking up UK-focused software firm, FinoComp....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...