ACQUISITION

Funds management

Aura Group has acquired a majority stake in Singapore-based and MAS-licensed hedge fund, Vantage Point AM....

Superannuation

Amid market speculation that Catholic Super has found two funds with which to merge, its chief executive, David O’Sullivan, has reaffirmed the fund’s broad merger intenti...

Policy & Regulation

The IOOF acquisition of the ANZ pensions and investments business has been delayed to meet the requirements resulting from last year’s Australian Prudential Regulation Au...

Funds management

Charter Hall Direct has announced the acquisition of two fully leased commercial properties in Hobart....

Financial planning

CountPlus has acquired a strategic interest in the Victorian-based O'Brien Accountants & Advisors in what it said is the first of an expected round of growth transactions...

Funds management

Century Australia Investments and WAM Leaders have entered into an agreement under which WAM leaders will acquire 100 per cent of Century’s shares....

Funds management

Charter Hall Direct’s PFA Fund has acquired a 50 per cent interest in Brisbane and Perth office buildings leased to state governments....

Funds management

Folkestone has advised that Charter Hall has completed its acquisition, following the implementation of schemes of arrangement between Folkestone and its shareholders....

Financial planning

Decimal shareholders will meet in early December to sign off on sale of the firm to Sargon Capital....

Funds management

WAM Capital has announced that its takeover bid for the entire issued share capital of Wealth Defender Equities is now unconditional....

Funds management

The Federal Court has approved the proposed scheme of arrangement under which Charter Hall Limited will acquire Folkestone....

Funds management

Folkestone has announced that its shareholders have approved the acquisition of the firm by Charter Hall....

Funds management

Propertylink Group has submitted a non-binding proposal to acquire all the outstanding units in Centuria Industrial REIT....

People & Products

Following their acquisition by IOOF, ANZ Wealth’s aligned advice licensees and supporting teams are set to join the advice firm on 1 October this year. ...

Funds management

Pengana Capital has acquired a minority stake in global credit fund manager, Global Credit Investments....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
moneymanagement logo