M&A ACTIVITY
Financial planning
National advice firm Wealth Architects has acquired regional advice firm PKF Wealth in Tamworth as part of its strategy to provide financial advice to regional communitie...
Funds management
The firm has announced a 55.6 per cent drop in EBITDA to $5.5 million, but remains determined in its strategic growth ambitions, with further acquisitions likely heading ...
People & Products
The board of the asset manager Pendal has unanimously agreed to be acquired by Perpetual....
News
The $700 million not-for-profit fund Lutheran Super has announced it is to merge into Mercer Super, with the transfer set to take place in the fourth quarter this year....
News
Equity Trustees (EQT Holdings) has announced it is to acquire Australian Executor Trustees (AET) from Insignia Financial in a deal worth $135 million....
Funds management
ETF Securities has launched the CURE exchange-traded fund, which will offer investors exposure to healthcare biotechnology companies....
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MARKET INSIGHTS
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...