Investment group Generation Development Group has picked up a key 37% stake in research and ratings house, Lonsec....
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’...
The acquisition would allow Matthews Steer Accountants and Advisors to leverage the scale, resources and capabilities of the broader AZ NGA network....
Its official. IOOF will acquire MLC Wealth but will not carry remediation costs....
Class has acquired Smartcorp for $4.2 million with the transaction to be completed by 20 August....
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...
Perpetual has picked up a 75% stake in significant US investment business, Barrow, Hanley, Mewhinney and Strauss....
Those looking to acquire advice firms may be well-advised to terminate advisers if they have questionable regulatory compliance histories....
Praemium has moved to acquire PowerWrap to create one of Australia’s largest independent specialist platform providers....
Research and ratings house Zenith Investment Partners has achieved what amounts to a reverse listing by acquiring publicly-listed Chant West Holdings....
One listed financial stock has demonstrated a spectacular turnaround to report 230% returns after seeing losses of 69% earlier this year. ...
Clime Investment Management has emerged as the buyer of Madison. ...
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 services technology company, Iress has moved to acquire OneVue....
Managed funds services business Ausmaq is now known as Clearstream Australia after the competition of its acquisition by Clearstream. ...
FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...
The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...
I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...