M&A
Financial planning
South Australian financial advice firm Calder Wealth Management has announced a strategic partnership with a risk advice firm....
Financial planning
Rather than taking a controlling approach, the latest generation of overseas private equity deals is helping advice firms to achieve their growth ambitions, three comment...
Financial planning
Merchant Wealth’s David Haintz has described how the firm differs from the traditional private equity ventures jumping into Australia, and why M&A isn’t like Married at F...
Financial planning
An Adelaide-based financial planning and accounting firm is set to merge into Count Adelaide, aligning with Count’s ambitions to form a national footprint of scaled equit...
Funds management
Insurer TAL has announced it has taken a minority stake in investment manager Challenger....
Funds management
Platinum Asset Management has rejected a bid from PM Capital to acquire its two listed investment companies....
Financial planning
With Insignia Financial suffering a cyber attack on its Expand platform, this can potentially have a negative impact on the two private equity bids currently in play for ...
Financial planning
WT Financial’s new entity with Merchant, Investco, has entered into a heads of agreement to merge three financial advice firms. ...
Financial planning
Holding portfolios that are too complex or personalised can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquis...
Funds management
The acquisition of Mason Stevens by Adamantem Capital has reached completion, as the wealth platform looks to increase investment into its services for Australian wealth ...
Financial planning
With a joint venture announced between WT Financial and Merchant Wealth Partners, the firm may have a US background, but partner David Haintz has a long history with Aust...
Financial planning
Advice licensee WT Financial has announced a 50/50 joint venture with the Australian subsidiary of a US financial advice investor....
Funds management
With increased M&A taking place in financial services, law firm Ashurst is witnessing an increase in expensive reverse break clauses as companies seek to ensure deals pro...
Financial planning
A former chief executive of IOOF and managing director of Centrepoint Alliance has joined the board as chair of COG Financial, which previously made a bid to acquire advi...
Financial planning
Two financial advice businesses in the AZ NGA network have merged to form a multidisciplinary firm with some 20 advisers and 2,500 clients across two states....
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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...