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M&A
Financial planning
Two Sydney-based financial advice firms are set to join forces to create a “stronger, more resilient” advice offering with a combined AUM of $1.3 billion....
Funds management
Boutique fund manager Spatium Capital has announced consolidation plans with Singapore-based investment group Conduit Group. ...
Financial planning
Financial advice and its associated technology have been identified by industry experts as key hotspots in the Australian M&A landscape. ...
Funds management
Financial services leaders are “all cashed up with nowhere to grow” when it comes to M&A activity, according to Deloitte, with 90 per cent saying they have strong balance...
Financial planning
The wealth management sector is bucking the global trend of declining M&A and two industry-specific factors could mean it sees a further uptick in 2025, according to Delo...
Funds management
The chief executive of Pacific Current Group has told its shareholders that the firm is “flush with cash” after numerous divestments and is planning an estimated $300 mil...
Funds management
Regal Partners has reported a 41 per cent growth in funds under management over the September quarter to $17.2 billion, amid its latest bid to acquire Platinum....
Financial planning
Global retirement administration business MUFG Pension and Market Services has fully acquired Moneysoft, an Australian digital solutions provider for financial advisers....
Funds management
After unanimously rejecting its first bid, Platinum Asset Management has entered into a period of due diligence with Regal Partners for the firm to submit a revised bid....
Funds management
With the third quarter behind us, Money Management reviews the most notable M&A deals in the fund management space over the past three months....
Funds management
Listed investment company MFF Capital Investments has announced its intention to acquire Montaka Global Investments. ...
Financial planning
When it comes to acquiring an advice practice, one of the most difficult challenges can be former owners who refuse to take a step back, preventing a clean handover for t...
Financial planning
With five acquisitions under its belt in the past month, PictureWealth’s CEO Allan Maitland says the advice and technology firm remains committed to partnering with like-...
Financial planning
Contract Paraplanning Services, previously led by director Hayley Knight, has been acquired by two new owners looking to drive further growth in the business....
Funds management
The board of Platinum Asset Management has reached a “unanimous conclusion” regarding a proposal from Regal Partners to acquire the company....
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MARKET INSIGHTS
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...