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ACQUISITION
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....
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....
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Podcast
What happened to the 700,000 million of MLC if $1.2 Billion was migrated to Expand but Expand had only 512 Million in in...
The judge was quite undrstanding! THEN AASSIICC comes along and closes him down!All you 15600 people who work in the bu...
How could that underestimate happen?usually the quote transfer straight into the SOA, and what on earth has the commissi...