M&A
Funds management
There are three sectors which could see increased merger and acquisition activity this year, according to Wealth Within’s Dale Gillham, as companies seek to utilise exces...
Financial planning
Advisers looking to sell their business as they exit the industry are likely to have to sell at a lower price than they expected because of the uncertain environment....
Expert Analysis
Companies are sitting with excess cash on their balance sheets following the pandemic, writes Catherine Allfrey, so they will have to work out how best to put this to use...
Financial planning
There is an estimated $100 billion in cash sitting on company balance sheets following the pandemic with the expectation for increased buybacks and acquisitions, say comm...
People & Products
Singapore-based Ascent Fund Services, which is seeking to list on the Australian Securities Exchange, has appointed Eric Koolen to lead its Australian expansion....
Financial planning
Fund administrator Mainstream has terminated its scheme implementation deed with SS&C after it failed to beat an offer by Apex....
Financial planning
If AMP’s joint venture with Ares around its private markets business comes to fruition it will have topped up the company’s commercial war chest but reshaping the advice ...
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...
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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...