M&A
Funds management
After unanimously rejecting its first bid, Platinum Asset Management has entered into a period of due diligence with Regal Partners for the firm to submit a revised bid....
Funds management
With the third quarter behind us, Money Management reviews the most notable M&A deals in the fund management space over the past three months....
Funds management
Listed investment company MFF Capital Investments has announced its intention to acquire Montaka Global Investments. ...
Financial planning
When it comes to acquiring an advice practice, one of the most difficult challenges can be former owners who refuse to take a step back, preventing a clean handover for t...
Financial planning
With five acquisitions under its belt in the past month, PictureWealth’s CEO Allan Maitland says the advice and technology firm remains committed to partnering with like-...
Financial planning
Contract Paraplanning Services, previously led by director Hayley Knight, has been acquired by two new owners looking to drive further growth in the business....
Funds management
The board of Platinum Asset Management has reached a “unanimous conclusion” regarding a proposal from Regal Partners to acquire the company....
Funds management
It is understood that Regal Partners is not the only asset manager taking an interest in a bid for Platinum Asset Management with multiple firms expected to emerge....
Funds management
The acquisition of Informed Investor from Sequoia by Powerhouse Ventures is the first step in the firm’s new strategic process to enter into the financial advisory and fu...
Funds management
A potential acquisition of Platinum Asset Management by Regal Partners will be beneficial for the “challenged” fund manager, believes Morningstar, but it has warned fund ...
Financial planning
With a growing number of advisers now running their own business, they need to pivot their career identity to being a business owner rather than just as a financial advis...
Financial planning
Two CEOs and a recent report have underscored how the current period of M&A, led by large buyer groups, is redefining the financial advice profession and creating a notab...
Financial planning
Adelaide financial planning firm Retirement Strategies has been acquired by independent advisory group Calder Wealth Management. ...
Funds management
Alternative asset manager Longreach Alternatives is launching a specialised distribution and advisory unit to meet the rising demand for alternative investment strategies...
Funds management
Regal Partners CEO Brendan O’Connor says the firm is “match-fit” for future acquisitions as the firm reports a net profit after tax increase of 349 per cent in 1H24. ...
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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...