M&A

Financial planning

Shadforth CEO Terry Dillon has told Money Management the time is right to pursue inorganic growth as it seeks to double in size by 2030 and acquires a Melbourne advice fi...

Financial planning

Major licensee Count has enacted its latest M&A deal, acquiring the accounting and audit client base of a Sydney accounting firm....

Funds management

Asset manager Janus Henderson has sold a minority stake in Victory Park Capital, a private credit manager it acquired from Pacific Current Group last August....

Financial planning

Private client advice business Altus Financial has enacted its second merger in two months, merging with a Sydney-based practice to create a combined $3.5 billion firm....

Financial planning

Coastal Advice Group has completed the acquisition of three advice businesses across Australia, as it sets its sights on major national expansion over the next financial ...

Financial planning

Insignia Financial has enacted a remuneration review after finding its pay was lower than market peers, upping the maximum short-term bonus available for CEO Scott Hartle...

Funds management

Shareholders at Platinum Asset Management have voted on the decision to merge the firm with L1 Capital, creating a $16.5 billion combined fund manager....

Financial planning

With an advice M&A deal taking around six months to enact, two experts have shared their tips on how buyers and sellers can avoid “deal fatigue” and prevent potential dea...

Financial planning

With a large group of advisers expecting to exit before the 2026 education deadline, an industry expert shares how these practices can best prepare themselves for sale to...

Financial planning

AZ NGA has entered into a strategic partnership with national advice firm MiQ Private Wealth, as a way to provide a succession solution, as well as career development op...

Financial planning

Financial advice practices may be hiring younger or professional year advisers as a succession option, but they may find they are unable to put up the capital if the advi...

Funds management

Elanor Commercial Property Fund has appealed to the Takeovers Panel regarding the takeover offer by family office Lederer Group, describing “disclosure deficiencies” in l...

Financial planning

Count chief executive Hugh Humphrey has said FY25 was a “milestone year” for the business as it completed its Diverger integration, exceeding targets with $5.1 million in...

Funds management

Platinum Asset Management’s NPAT has fallen by 89 per cent in FY25, with the firm confirming that it will be renamed as L1 Group following the expected completion of its ...

Funds management

Family office Lederer Group has progressed its takeover bid for the Elanor Commercial Property Fund, lodging a bidder’s statement with ASIC as it says the fund has been “...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 2 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 6 days ago
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