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Funds management
Global real asset manager CapitaLand Investment has announced a key acquisition from Wingate as part of its growth strategy in Australia....
Financial planning
Financial advisers who optimise client referrals to achieve organic growth will be best placed for success in 2025, according to Dimensional, and could attract attention ...
Funds management
The investment giant has announced a $18 billion deal to acquire a leading US-based private credit manager, marking its third major alternatives deal this year....
Funds management
Pacific Current Group has completed the divestment of its holding in Carlisle Management Company to alternative asset manager Abacus Life. ...
Funds management
Praemium has entered into a strategic partnership with alternative investments platform Stropro to expand advisers' access to structured products. ...
Funds management
Asset managers are seeking out acquisitions and strategic partnerships in the area of technology and robo-advice to benefit from an evolving wealth management landscape a...
Funds management
PwC suggests asset managers are accelerating plans to build out their asset classes, supported by mergers and strategic partnerships, to capitalise on clients' diversific...
Funds management
Pinnacle Investment Management is targeting increasing exposure to global private markets as domestic affiliates in Metrics and Five V lead its net inflows. ...
Funds management
Having received bids from Bell Financial Group and AxiCorp, trading platform Selfwealth has confirmed it has entered into a scheme implementation deed after both parties ...
Funds management
Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....
Financial planning
The strategic partnership with Oaktree Capital and AZ NGA is likely to pave the way for overseas players looking to enter the Australian financial advice market, accordin...
Financial planning
Professional services group AZ NGA has made its first acquisition since announcing a $240 million strategic partnership with US manager Oaktree Capital Management in Sept...
Financial planning
Four months after making its first equity partnership, the Australian Wealth Advisors Group has taken a second stake in a regional Victorian advice and accountancy firm. ...
Funds management
Just one day after Selfwealth received a “highly attractive” acquisition bid from Bell Financial Group, it has received a second non-binding indicative proposal from a ri...
Funds management
Selfwealth has announced it has received a “highly attractive” bid from Bell Financial Group to acquire 100 per cent of the company, valuing the company at $51 million....
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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...