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M&A
Financial planning
A number of Godfrey Pembroke firms may be moving as a group to the new IOOF licenses but another significant firm has chosen to go its own way by joining Count Financial....
Financial planning
OneVue has formally transitioned to Iress and de-listed from the Australian Securities Exchange with founder Connie Mckeage stepping back to a consultancy position....
Financial planning
AMP has confirmed the opening bid from US private equity player, Ares, is valued at $1.85 per share....
Funds management
Xplore Wealth shareholders have benefitted from the firm’s acquisition by HUB24 after shares rose 216%....
People & Products
The acquisition by the US investment firm would support the company’s long-term growth plans and product innovation....
Financial planning
With private equity underwhelmed by wealth management, IOOF is speculated to make a key announcement on acquiring the MLC financial planning elements....
Funds management
Navigator Global Investments is to acquire six investments from funds managed by Neuberger Berman subsidiary Dyal Capital Partners. ...
Funds management
Global investment management firm Franklin Templeton, has announced a completion of acquisition of Legg Mason, creating a firm with US $1.4 trillion in assets under manag...
People & Products
Euroz and Hartleys have announced they have entered into a binding bid implementation agreement under which Euroz has made an off-market takeover offer to acquire 100% of...
Financial planning
As the financial planning industry moves to the end of April, many eyes are being directed towards OneVue and how successful it will be in selling its financial planning ...
Funds management
Research and ratings house Zenith has expanded its reach into the superannuation sphere via the acquisition of Chant West....
Financial planning
AMP financial advisers seem likely to have to navigate a series of advice practice mergers as the company reshapes its wealth management business for the future....
Financial planning
Financial technology company GBST has seen pre-tax profits rise by 80 per cent to $14 million for the full year 2019....
People & Products
Aon has appointed Jonty Vavasour as executive director, mergers and acquisitions (M&A), and transaction solutions in New Zealand....
People & Products
Advisory firm Nash Advisory has made four appointments to its team as it envisages increased M&A activity in the industry....
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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...