M&A
Funds management
Having completed the acquisitions of Merricks Capital and Argyle Group, funds under management at Regal Partners has risen 35 per cent to $16.5 billion....
Financial planning
Financial advice group AZ NGA is reportedly in “exclusive negotiations” with US asset manager Oaktree Capital about the firm coming on board as a possible growth partner....
Funds management
Mergers and acquisitions in the Australian financial services industry are expected to continue surging, with M&A leaders looking to double the number of deals they are p...
Funds management
Regal Partners has announced its latest acquisition, taking a minority stake in a $1.4 billion specialist asset manager....
Financial planning
A national financial advice firm is targeting advisers looking to leave large licensees and providing them with tools and financial backing to run their own business....
Funds management
Fund manager Merlon Capital Partners has announced it has acquired the minority stake in the business previously owned by Fidante. ...
Funds management
Two Australian small-cap asset managers have announced they are seeking to merge their businesses....
Financial planning
An equity partner firm of Count has acquired a Victorian accounting and financial planning business for $2.1 million, following its first M&A deal in February....
Funds management
As Annick Donat announces she will step down as group CEO from Clime Investment Management, Money Management takes a look back at the M&A moves made by the firm during he...
Funds management
Regal Partners has shared how the acquisition of Merricks Capital will progress its private credit goals with 40 per cent of the firm’s FUM expecting to sit in private cr...
Financial planning
The Australian Wealth Advisors Group has made its first equity partnership scheme investment into a Victorian financial planning firm as it forecasts multiple deals ahead...
Funds management
Money Management rounds up the biggest people moves in the fixed income space over the past three months. ...
Funds management
HMC Capital has completed its acquisition of private credit fund manager Payton Capital as it seeks to take advantage of the burgeoning opportunity in the asset class....
Financial planning
Prime Financial is driving forward its inorganic growth strategy as it looks to acquire a remuneration administration business and is in talks with a Melbourne-based weal...
Funds management
GQG Partners saw funds under management pass US$150 billion in May, up by 5.6 per cent over the past month. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...