M&A

Financial planning

Ironbark bolsters wealth business with family office acquisition

Ironbark Investment Partners has acquired a Sydney-based family office business as it looks to double down on the delivery of high-net-worth advice....

Financial planning

LGT Crestone completes transition of CBA’s advice arm

Wealth manager LGT Crestone has successfully completed its acquisition of Commonwealth Bank’s high-net-worth financial advisory business, bringing across some $5 billion ...

Funds management

MA Financial expands platform with IPG acquisition

The global alternative asset manager has confirmed the acquisition of IP Generation....

Financial planning

AWAG continues M&A spree with double investment

The Australian Wealth Advisors Group has taken a 20 per cent stake in two Australian wealth management firms, having also made two investments last year....

Financial planning

Intelliflo reveals data dashboards amid heightened M&A

Financial advice technology provider intelliflo has launched three new dashboards to help advisers monitor and demonstrate their business performance as they consider ino...

Funds management

Selfwealth delists as M&A plans charge forward

Trading platform Selfwealth has officially delisted from the ASX, marking the final step of Svava’s acquisition plans as it implements a scheme of arrangement....

Funds management

Will L1 Capital deal help save Platinum?

A potential deal between Platinum Asset Management and L1 Capital may unlock cross-selling benefits but will be unlikely to reverse structural challenges facing active ma...

Funds management

AUSIEX to acquire fixed income trading platform FIIG

AUSIEX has announced it will acquire FIIG, a specialist fixed income provider with $4.5 billion in funds under advice....

Funds management

Platinum in discussions over fund manager merger

Platinum Asset Management has announced it is in discussions with a global alternatives fund manager regarding a possible merger to create an $18 billion firm. ...

Financial planning

Count Gold Coast inks double acquisition

Count Gold Coast, an equity partner of Count, has entered into binding agreements to acquire clients of two accounting businesses, providing new opportunities for its fin...

Financial planning

‘Less alignment, more implications’: What to consider prior to M&A

With wealth management M&A appetite only growing stronger, Business Health has outlined the major considerations for buyers and sellers to prevent unintended misalignment...

Financial planning

Younger advised clients sitting top of buyers’ wishlist

Financial advice businesses with a younger, wealthier client base are enjoying higher valuations and increased attention from potential buyers than those with older clien...

Financial planning

Prime Financial steps up the game on M&A

Prime Financial is looking to shed its “sleeping giant” reputation with larger M&A transactions going forward, having agreed to acquire research firm Lincoln Indicators....

Financial planning

Selfwealth acquirer bets on mass affluent market

Selfwealth’s acquirer, Syfe Group, has said the firm is hopeful of opportunities from the mass affluent population as it believes a gap exists between DIY brokerage and f...

Funds management

Prime Financial expands wealth division with investment research acquisition

Prime Financial Group has expanded its reach into wealth management by over 3,000 investors with a binding agreement to acquire investment research and fund management bu...