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M&A
Financial planning
A national financial advice firm is targeting advisers looking to leave large licensees and providing them with tools and financial backing to run their own business....
Funds management
Fund manager Merlon Capital Partners has announced it has acquired the minority stake in the business previously owned by Fidante. ...
Funds management
Two Australian small-cap asset managers have announced they are seeking to merge their businesses....
Financial planning
An equity partner firm of Count has acquired a Victorian accounting and financial planning business for $2.1 million, following its first M&A deal in February....
Funds management
As Annick Donat announces she will step down as group CEO from Clime Investment Management, Money Management takes a look back at the M&A moves made by the firm during he...
Funds management
Regal Partners has shared how the acquisition of Merricks Capital will progress its private credit goals with 40 per cent of the firm’s FUM expecting to sit in private cr...
Financial planning
The Australian Wealth Advisors Group has made its first equity partnership scheme investment into a Victorian financial planning firm as it forecasts multiple deals ahead...
Funds management
Money Management rounds up the biggest people moves in the fixed income space over the past three months. ...
Funds management
HMC Capital has completed its acquisition of private credit fund manager Payton Capital as it seeks to take advantage of the burgeoning opportunity in the asset class....
Financial planning
Prime Financial is driving forward its inorganic growth strategy as it looks to acquire a remuneration administration business and is in talks with a Melbourne-based weal...
Funds management
GQG Partners saw funds under management pass US$150 billion in May, up by 5.6 per cent over the past month. ...
Funds management
Regal Partners has entered into agreement to acquire private capital and alternative investment specialist Merricks Capital for $235 million....
Financial planning
O’Brien Accountants & Advisors, an equity partner firm of advice licensee Count, has acquired an accounting client book for $2.1 million to expand its Melbourne client ba...
Funds management
Generation Development Group has announced it has entered into a binding agreement to acquire the remaining 61.9 per cent of Lonsec that it does not yet own....
Financial planning
Centrepoint Alliance has the opportunity to sneak up from behind while the three major licensees are distracted as chief executive John Shuttleworth tells Money Managemen...
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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...