M&A
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....
Policy & Regulation
As M&A activity continues to re-shape the wealth and superannuation landscape, experts have highlighted key regulatory questions for firms to keep in mind when completing...
Funds management
M&A activity in the asset and wealth management space is expected to continue in 2023, according to EY, as firms see pressure on margins and profitability....
People & Products
AZ Next Generation Advisory has acquired a stake in SCM Financial Group (formerly Scholten Collins McKissock) following a competitive tender process....
Financial planning
CountPlus has indicated it is seeking to make multiple acquisitions with 12 active M&A opportunities in the pipeline....
Funds management
The acquisition of Pendal by Perpetual will bring client and staff attrition risk as it creates a $201 billion fund manager, according to research house IBISWorld, but th...
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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...