M&A

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. ...

Funds management

Pacific Current noted FY24 was a “transformational year” as it made multiple divestments to create a lower cost structure for the business....

Financial planning

Prime Financial Group has announced its FY24 results in what proved to be an “inflection point” for the firm, with further M&A activity and growth in the alternatives mar...

Financial planning

With small financial advice firms vulnerable to key person risk, there can be a tangible monetary cost to a practice’s value if the owner dies suddenly. ...

Funds management

Magellan executive chair Andrew Formica has shared further details on the strategic acquisition of a minority stake in Vinva and the growth opportunity it presents....

Financial planning

Unexpected bills and a lack of cultural alignment are among M&A challenges two directors have faced, and the experiences have taught them that advice practices shouldn’t ...

Financial planning

AZ NGA’s Paul Barrett unpacks why the firm is the right home for 16 AMP-aligned advice practices and how its M&A history will facilitate the long-term growth ambitions of...

Financial planning

WT Financial managing director Keith Cullen believes it is “halcyon days ahead” for financial advice as it completes a four-year period of M&A activity, with the licensee...

Financial planning

AMP chief executive Alexis George has detailed to Money Management how its exit from advice will change the industry, allow greater scale for advisers and a new role for ...

Financial planning

Two wealth managers focused on high and ultra-high-net-worth clients have announced a merger, with over 180 years of history between them....

Funds management

European asset manager BNP Paribas has confirmed it is in exclusive talks with AXA to acquire its €850bn investment management arm....

Features

With business owners very rarely planning their exit from the advice practice in advance, three experts underscore why succession planning is critical for long-term succe...

Funds management

The acquisition of Maple-Brown Abbott is expected to be earnings accretive for Antipodes Partners and presents it with complementary asset classes for future growth....

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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 1 day ago

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

3 weeks 3 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....

4 weeks ago
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