M&A
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...
Funds management
The chief executive of Pacific Current Group has told its shareholders that the firm is “flush with cash” after numerous divestments and is planning an estimated $300 mil...
Funds management
Regal Partners has reported a 41 per cent growth in funds under management over the September quarter to $17.2 billion, amid its latest bid to acquire Platinum....
Financial planning
Global retirement administration business MUFG Pension and Market Services has fully acquired Moneysoft, an Australian digital solutions provider for financial advisers....
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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...