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ACQUISITIONS
Financial planning
Rather than looking at high-net-worth CBD advice firms, one Queensland practice is looking to expand nationally via acquiring regional firms with strong client pipelines....
People & Products
Further acquisitions remain a possibility for WT Financial as it finalises the integration of Synchron, Sentry and Wealth Today and announces its full-year results....
Financial planning
Companies looking to make acquisitions of financial advice firms are seeking those which have specialisations or a positive business culture rather than just a large clie...
Financial planning
The group that just acquired Sentry is looking to continue its expansion to become one of the biggest mid-tier independent financial planning groups by organic growth and...
Funds management
There are four funds set to benefit from the completion of the acquisition of MLC Wealth by IOOF from National Australia Bank, which makes it Australia’s largest wealth m...
Funds management
Charter Hall Long WALE REIT has announced four new acquisitions with a total purchase price of $415.4 million and will undertake an offer to raise approximately $250 mill...
Financial planning
Iress may still be digesting its acquisition of OneVue but it has signalled that it has both the capital and the appetite for mergers and acquisitions. ...
Funds management
The acquisitions will be owned jointly by the group and two if its real estate investment trusts. ...
Financial planning
Got an indifferent planning business with high exposure to grandfathered commissions and less than thorough paperwork? Don’t expect to be rushed by potential buyers....
Superannuation
A new analysis of merger and acquisition activity has pointed to higher activity levels on the part of superannuation funds....
Financial planning
An IOOF subsidiary, Bridges Financial Services Group, today announced to the Australian Securities Exchange that it would acquire Bendigo and Adelaide Bank’s financial pl...
Life/Risk
TAL Dai-Chi Life Australia has finally finished its acquisition of Suncorp’s Australian life insurance business, announcing this afternoon that the process was complete....
Financial planning
Wealth management advisory firm, AD Capital Group has announced plans to list this year on the Australian Securities Exchange....
Life/Risk
AUB Group has announced the acquisition of the remaining 50 per cent shareholding of one of the largest New Zealand’s insurance brokers, BrokerWeb Risk Services....
People & Products
Money Management owner FE has teamed up with fundinfo and the Luxembourg-based F2C, marking the completion of an investment by tech investor Hg....
MARKET INSIGHTS
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Podcast
Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...