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M&A
Financial planning
Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....
Financial planning
Insignia Financial has issued a statement to the ASX regarding a potential bid from a third global private equity business to acquire the firm....
Features
With numerous private equity firms taking an interest in Australia, Money Management explores their backgrounds and the leading players who could take a stake....
Funds management
As companies look to refine portfolios and adapt to regulatory changes, legal experts have flagged the financial services sector as one of the standout areas for M&A in t...
Funds management
The acquisition of Mason Stevens by private equity firm Adamantem Capital demonstrates the value of outsourced chief investment solutions to the financial planning arena....
Funds management
MetLife Investment Management has confirmed it will acquire PineBridge Investments as it looks to accelerate further growth in asset management....
Financial planning
With Insignia shares up 32 per cent in the past month and the firm enacting a five-year growth plan, Morningstar believes the two recent acquisition bids from private equ...
Financial planning
Insignia Financial has received a takeover bid from a second US firm, topping Bain Capital’s offer with a bid of $4.30 per share....
Funds management
Expanded product ranges fuelled by M&A will be critical for wealth and asset managers to compete in 2025, according to EY’s wealth and asset management leader Rita Da Sil...
Funds management
Cromwell Property Group has completed the sale of its European business, enabling it to focus on the Australian and New Zealand market....
Financial planning
National advice firm Invest Blue has announced several acquisitions, including the purchase of an estate planning and wealth protection business Lambert Group....
Funds management
Asset managers may be urged to diversify their product ranges, but investment executives have warned any M&A deal should avoid simply filling gaps and instead consider lo...
Funds management
Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...
Financial planning
The board of Insignia Financial has reached a decision regarding the possible acquisition of the firm by US private equity giant Bain Capital. ...
Financial planning
AZ NGA is looking to triple in size over the next five years as US investment giant Oaktree completes its $240 million investment in the professional services company....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...