As M&A activity continues to re-shape the wealth and superannuation landscape, experts have highlighted key regulatory questions for firms to keep in mind when completing...
M&A activity in the asset and wealth management space is expected to continue in 2023, according to EY, as firms see pressure on margins and profitability....
AZ Next Generation Advisory has acquired a stake in SCM Financial Group (formerly Scholten Collins McKissock) following a competitive tender process....
CountPlus has indicated it is seeking to make multiple acquisitions with 12 active M&A opportunities in the pipeline....
The acquisition of Pendal by Perpetual will bring client and staff attrition risk as it creates a $201 billion fund manager, according to research house IBISWorld, but th...
Companies looking to make acquisitions of financial advice firms are seeking those which have specialisations or a positive business culture rather than just a large clie...
The prudential regulator is pushing for superannuation funds to merge to deliver member benefits but some are facing ‘consolidation indigestion’ in the process....
The prudential regulator has confirmed it is expecting to see the rapid pace of consolidation among superannuation funds to continue for the next two years....
The merger between BT Super and Mercer will help advance Mercer on its mission to be the best superannuation fund in the market while members could see more than 25% fee ...
Pendal has rejected a bid from Perpetual as it believes it is not in members’ best interest and significantly undervalues the company....
Record high M&A activity, share buybacks and special dividends in 2021 helped to increase demand for IPOS as cash was returned to investors and then redeployed....
Average deal size in the first quarter of FY22 has risen from $42 million a year ago to $150 million, according to HLB Mann Judd, with the largest deal belonging to a fin...
Investment firm Carlyle Group has offered to buy all Link Group shares at $5.38 per share in a conditional proposal....
Financial services associations will all have a new look in 2022 but is there a need for so many different ones?...
TWUSUPER is now pursuing other growth options after extensive due diligence that resulted in the decision not to merge with EISS Super....
This can't be a surprising development. I'm sure every Financial Planner in Australia has had an experience of being sc...
Just 15 per cent of advisers said they may exit the industry over the next few years, Thats about 2,300 advisers! if ...
I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...