EXCLUSIVE: Two years after joining forces with Ken Moelis, a New York-based asset manager is exciting Aussie investors with opportunities in US private credit amid a majo...

The financial group has announced the acquisition of Enlightened Financial Solutions, a leader in the use of video SOAs that would be leveraged across the group. ...

Clime Capital has indicated it could take up new M&A opportunities this year as the firm opts to hold onto cash rather than pay an interim dividend....

Diverger has added 160 self-licensed advice firms in the first half of 2022/23 as it targets achieving net revenue of $45 million in FY25....

The advisory company announced their subsidiary firm, Moggs Accounting + Advisory, has acquired a Victorian accounting firm....

As M&A activity continues to re-shape the wealth and superannuation landscape, experts have highlighted key regulatory questions for firms to keep in mind when completing...

Perpetual has confirmed it has completed the acquisition with Pendal, creating a fund manager with $200 billion in assets under management....

Diverger has acquired technology services firm Priority Networking, a specialist firm in advising technology and cybersecurity needs for small and medium-sized business....

The acquisition of Government home equity scheme specialist Pension Boost has seen Household Capital become the largest provider of home equity retirement funding in Aust...

Only half of the cost synergies proposed by the Pendal/Perpetual acquisition are likely to be achieved, according to Morningstar, but combined FUM could reach $283 billio...

Diverger has acquired licensee support business AFSL Compliance to expand its client base of self-licensed firms....

The acquisition of Pendal by Perpetual will bring client and staff attrition risk as it creates a $201 billion fund manager, according to research house IBISWorld, but th...

Momentum Markets has acquired leading financial media platforms Money Management and Super Review....

Lonsec has announced the acquisition of Implemented Portfolios Limited (IPL), a specialist managed discretionary account (MDA) provider to high net wealth individuals and...