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M&A
Financial planning
AZ NGA has made its latest acquisition with a stake in Sydney-based financial advice firm Foster Raffan iPlan....
Superannuation
With mergers and consolidation activity at a record high for Australia’s superannuation industry, Money Management rounds up the merger talk so far in the first half of 2...
Financial planning
Sequoia has agreed to acquire two advice firms for $3.15 million, expected to complete by the end of this month. ...
Funds management
Driven by the desire to access new segments, build market share, and diversify product offerings, there is a resurgence in M&A and partnerships among asset managers, acco...
People & Products
Count and Diverger have announced key acquisitions in their continued strategies towards growth and boosting advice capabilities....
Financial planning
With merger activity top of mind for many financial planning firms strained by costs and regulation, this paraplanning firm has shared some pros and cons to take on board...
People & Products
Count has appointed a private equity specialist to its board as a non-executive director, indicating further acquisitions could be on the horizon....
People & Products
Prime Financial is seeking to double its revenue growth by 2025 thanks to a five-year business re-organisation which is now reaping rewards as it sets its sight on multip...
People & Products
Challenger has announced it will sell its Australian real estate business, CRE, to Elanor Investors Group for $42 million....
Financial planning
The rise in interest rates is having a knock-on effect on financial advice M&A activity as buyers are finding themselves approved for financing that is up to 30% lower th...
Financial planning
CountPlus has announced it will hold an extraordinary general meeting to vote on a name change for the business....
People & Products
The financial group’s cash at bank on settlement was expected to exceed $45 million in selling 80% of its equities clearing business to New Quantum....
Funds management
Clime Capital has indicated it could take up new M&A opportunities this year as the firm opts to hold onto cash rather than pay an interim dividend....
Financial planning
AZ Next Generation Advisory has announced it has acquired a strategic stake in McLean Delmo Bentleys, a Melbourne-based accounting and advisory firm....
Financial planning
The advisory company announced their subsidiary firm, Moggs Accounting + Advisory, has acquired a Victorian accounting firm....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...