M&A

Financial planning

Link Wealth expands into Qld with advice acquisition

Link Wealth has acquired a Queensland advice firm, its first presence in the state, as it believes the state is “underserved” with financial advice....

Funds management

AUSIEX completes FIIG acquisition, focus on adviser expansion

AUSIEX has completed its acquisition of fixed income provider FIIG Holdings, aiming to increase the number of products and services it offers for advisers....

Financial planning

Advice M&A in Q2 outpacing previous quarter

With LGT Crestone completing its acquisition of CBA’s advice firm this week, advice deals in the second quarter of 2025 are already outpacing the previous one with one mo...

Financial planning

Iress completes superannuation business divestment

The financial services software firm has confirmed the finalised sale of its superannuation business to Apex Group as it increases focus on other key functions within the...

Financial planning

Ironbark bolsters wealth business with family office acquisition

Ironbark Investment Partners has acquired a Sydney-based family office business as it looks to double down on the delivery of high-net-worth advice....

Financial planning

LGT Crestone completes transition of CBA’s advice arm

Wealth manager LGT Crestone has successfully completed its acquisition of Commonwealth Bank’s high-net-worth financial advisory business, bringing across some $5 billion ...

Funds management

MA Financial expands platform with IPG acquisition

The global alternative asset manager has confirmed the acquisition of IP Generation....

Financial planning

AWAG continues M&A spree with double investment

The Australian Wealth Advisors Group has taken a 20 per cent stake in two Australian wealth management firms, having also made two investments last year....

Financial planning

Intelliflo reveals data dashboards amid heightened M&A

Financial advice technology provider intelliflo has launched three new dashboards to help advisers monitor and demonstrate their business performance as they consider ino...

Funds management

Selfwealth delists as M&A plans charge forward

Trading platform Selfwealth has officially delisted from the ASX, marking the final step of Svava’s acquisition plans as it implements a scheme of arrangement....

Funds management

Will L1 Capital deal help save Platinum?

A potential deal between Platinum Asset Management and L1 Capital may unlock cross-selling benefits but will be unlikely to reverse structural challenges facing active ma...

Funds management

AUSIEX to acquire fixed income trading platform FIIG

AUSIEX has announced it will acquire FIIG, a specialist fixed income provider with $4.5 billion in funds under advice....

Funds management

Platinum in discussions over fund manager merger

Platinum Asset Management has announced it is in discussions with a global alternatives fund manager regarding a possible merger to create an $18 billion firm. ...

Financial planning

Count Gold Coast inks double acquisition

Count Gold Coast, an equity partner of Count, has entered into binding agreements to acquire clients of two accounting businesses, providing new opportunities for its fin...

Financial planning

‘Less alignment, more implications’: What to consider prior to M&A

With wealth management M&A appetite only growing stronger, Business Health has outlined the major considerations for buyers and sellers to prevent unintended misalignment...