M&A
Funds management
Asset managers are seeking out acquisitions and strategic partnerships in the area of technology and robo-advice to benefit from an evolving wealth management landscape a...
Funds management
PwC suggests asset managers are accelerating plans to build out their asset classes, supported by mergers and strategic partnerships, to capitalise on clients' diversific...
Funds management
Pinnacle Investment Management is targeting increasing exposure to global private markets as domestic affiliates in Metrics and Five V lead its net inflows. ...
Funds management
Having received bids from Bell Financial Group and AxiCorp, trading platform Selfwealth has confirmed it has entered into a scheme implementation deed after both parties ...
Funds management
Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....
Financial planning
The strategic partnership with Oaktree Capital and AZ NGA is likely to pave the way for overseas players looking to enter the Australian financial advice market, accordin...
Financial planning
Professional services group AZ NGA has made its first acquisition since announcing a $240 million strategic partnership with US manager Oaktree Capital Management in Sept...
Financial planning
Four months after making its first equity partnership, the Australian Wealth Advisors Group has taken a second stake in a regional Victorian advice and accountancy firm. ...
Funds management
Just one day after Selfwealth received a “highly attractive” acquisition bid from Bell Financial Group, it has received a second non-binding indicative proposal from a ri...
Funds management
Selfwealth has announced it has received a “highly attractive” bid from Bell Financial Group to acquire 100 per cent of the company, valuing the company at $51 million....
Financial planning
Two Sydney-based financial advice firms are set to join forces to create a “stronger, more resilient” advice offering with a combined AUM of $1.3 billion....
Funds management
Boutique fund manager Spatium Capital has announced consolidation plans with Singapore-based investment group Conduit Group. ...
Financial planning
Financial advice and its associated technology have been identified by industry experts as key hotspots in the Australian M&A landscape. ...
Funds management
Financial services leaders are “all cashed up with nowhere to grow” when it comes to M&A activity, according to Deloitte, with 90 per cent saying they have strong balance...
Financial planning
The wealth management sector is bucking the global trend of declining M&A and two industry-specific factors could mean it sees a further uptick in 2025, according to Delo...
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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...