WAM Leaders, a listed investment company run by Wilson Asset Management, has entered into a scheme implementation agreement to merge with QV Equities with an enhanced off...

The merger between Count and Diverger, first announced in September, has completed to create Australia’s second-largest licensee with over 550 advisers. ...

Following its 1H24 results, Prime Financial CEO Simon Madder speaks with Money Management on the firm’s growth vision and how it hopes to complete more acquisitions in th...

Centrepoint Alliance has reported a 63 per cent NPAT growth for 1H24 and is looking to its existing licensee network to enact their own acquisitions as they look for succ...

Count chief executive, Hugh Humphrey, believes limited advisers providing advice at super funds and banks will benefit the firm’s business model by creating a new breed o...

GQG Partners chief executive, Tim Carver, believes it is “very, very hard” to pursue M&A in the asset management space after a failed bid for Pacific Current Group last y...

The proposed merger between Count and Diverger has received court approval to proceed on 1 March, with Count chief executive Hugh Humphrey welcoming reaching the “huge mi...

AZ NGA chief executive, Paul Barrett, has shared why financial advice firms have become more valuable to acquire in the five years since the Hayne royal commission and wh...

A Victorian accounting firm – in which Count holds a 40 per cent equity stake – has announced the acquisition of an accounting client book through a $1.4 million transact...

Money Management explores four key superannuation fund mergers expected to finalise this year, including two mergers with Australian Retirement Trust. ...

Critique Private Clients, a Sydney-based advisory business, has switched from an Insignia-owned licensee to Count’s Australian financial services licence network....

Link Group is the target of an acquisition bid by Mitsubishi UFJ Trust and Banking Corporation as the firm seeks greater access to Australia’s superannuation funds....

2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for financial advisers. ...

With a move towards servicing high-net-worth investors who are seeking a professional network, accountants and financial planners are working closer than ever before and ...