M&A
Financial planning
AZ NGA has acquired Sydney-based advice and wealth management firm Financial Decisions, allowing its CEO to step back and focus on providing advice. ...
Financial planning
Financial advice practice Eureka Whittaker Macnaught is in the process of acquiring three firms to boost its annual revenue to $25 million. ...
Funds management
The dominance of passive funds is having a knock-on effect on Australia’s M&A environment by creating a less responsive shareholder base, according to law firm Minter Ell...
Financial planning
AZ NGA has entered a strategic partnership with a Sydney advice firm with $600 million in assets under advice to support its succession plans and future growth. ...
Funds management
Real estate fund manager Centuria Capital has acquired Arrow Funds Management, a specialist agriculture fund manager. ...
Financial planning
Three advice firms – Talem, Assure and Plenary Wealth – have merged to create a Sydney-based advice business. ...
Funds management
Insignia Financial’s acquisition by CC Capital is among the top five largest Australian M&A deals of the last 12 months, with the deal demonstrating not one but two key t...
Financial planning
An aging profession and impending adviser exodus are fuelling a shift in the advice practice landscape, according to Adviser Ratings’ latest report, while internal restru...
Financial planning
MST Financial has announced the completion of its acquisition and integration of FIIG Asset Management from AUSIEX, bolstering its leadership team in the process. ...
Financial planning
AZ NGA has partnered with an Adelaide-based accounting and financial planning practice as it expands its presence in South Australia....
Funds management
State Street Investment Management has taken a minority stake in private market secondaries manager Coller Capital with the pair set to collaborate on broaden each firm’s...
Financial planning
HLB Mann Judd Perth has announced its acquisition of a WA business advisory firm, growing its presence in the region, along with 10 appointments across the firm’s nationa...
Funds management
Global asset manager Janus Henderson could be acquired after receiving a non-binding acquisition proposal jointly from a private investment firm and venture capital firm....
Features
While M&A has ramped up nationwide, three advice heads have explored Western Australia’s emergence as a region of interest among medium-sized firms vying for growth oppor...
Financial planning
With the Australian advice market being a target for US private equity firms, a US advice commentator has shared lessons from his overseas experience, and why PE may be l...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...