M&A
Financial planning
Private client advice business Altus Financial has enacted its second merger in two months, merging with a Sydney-based practice to create a combined $3.5 billion firm....
Financial planning
Coastal Advice Group has completed the acquisition of three advice businesses across Australia, as it sets its sights on major national expansion over the next financial ...
Financial planning
Insignia Financial has enacted a remuneration review after finding its pay was lower than market peers, upping the maximum short-term bonus available for CEO Scott Hartle...
Funds management
Shareholders at Platinum Asset Management have voted on the decision to merge the firm with L1 Capital, creating a $16.5 billion combined fund manager....
Financial planning
With an advice M&A deal taking around six months to enact, two experts have shared their tips on how buyers and sellers can avoid “deal fatigue” and prevent potential dea...
Financial planning
With a large group of advisers expecting to exit before the 2026 education deadline, an industry expert shares how these practices can best prepare themselves for sale to...
Financial planning
AZ NGA has entered into a strategic partnership with national advice firm MiQ Private Wealth, as a way to provide a succession solution, as well as career development op...
Financial planning
Financial advice practices may be hiring younger or professional year advisers as a succession option, but they may find they are unable to put up the capital if the advi...
Funds management
Elanor Commercial Property Fund has appealed to the Takeovers Panel regarding the takeover offer by family office Lederer Group, describing “disclosure deficiencies” in l...
Financial planning
Count chief executive Hugh Humphrey has said FY25 was a “milestone year” for the business as it completed its Diverger integration, exceeding targets with $5.1 million in...
Funds management
Platinum Asset Management’s NPAT has fallen by 89 per cent in FY25, with the firm confirming that it will be renamed as L1 Group following the expected completion of its ...
Funds management
Family office Lederer Group has progressed its takeover bid for the Elanor Commercial Property Fund, lodging a bidder’s statement with ASIC as it says the fund has been “...
Funds management
Magellan Financial Group is keen to enact further strategic expansions with income from strategic partnerships tripling to $31.1 million from the addition of Vinva during...
Financial planning
Altus Financial, based on NSW's Central Coast, has announced a merger with advisory firm Fortunity to strengthen its presence in the region and expand its service offerin...
Financial planning
Wealth Architects has acquired a Cairns-based advice practice as it seeks to expand its national advice presence....
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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...