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M&A
Financial planning
Sequoia has made a $2 million acquisition as it expands its product offering to deliver professional services to advisers....
Funds management
Perpetual has rejected a $3 billion acquisition bid from Washington H. Soul Pattinson (WHSP) as it announces a strategic review of its company....
Financial planning
This CEO believes an “army of large, corporatised super firms” is the future of financial advice as he feels small-to-medium practices struggle to offer a compelling advi...
Financial planning
The NSW advice firm has acquired two advisory practices in Adelaide and one in Port Macquarie, representing its ambitious growth plans to expand across Australia....
Financial planning
The Perth-based wealth management firm is seeking to expand into eastern states next year as well as strengthen its presence in its home state of Western Australia....
Financial planning
WT Financial Group managing director, Keith Cullen, believes the current M&A activity in financial advice is long overdue, having been accused of “running into a burning ...
Funds management
Pacific Current Group has scrapped its plans to be acquired after bids with GQG and Regal Partners both fell through. ...
Financial planning
With Count’s acquisition of Diverger set to reach completion in February 2024, rival bidder COG Financial Services has withdrawn its “superior proposal” made last month. ...
People & Products
The investment platform is set to strategically partner with capital markets platform Complii Fintech Solutions, resulting in greater client interaction and cross-referra...
Financial planning
Centrepoint Alliance has acquired a Brisbane financial advice firm with over $1 billion in funds under advice as part of its strategy to accelerate growth....
Funds management
GQG has emerged as the superior offer in a bid to acquire Pacific Current Group with a non-binding indicative offer of $11 per share but is yet to achieve the support of ...
Funds management
Regal Partners has confirmed in an ASX statement that it is in discussion to potentially acquire PM Capital, a month after the firm pulled its bid to acquire Pacific Curr...
Funds management
Pinnacle has reported challenges in the domestic retail and institutional market where it is expending resources to ensure it is ready for a market recovery....
Financial planning
Speaking to Money Management, AZ Next Generation Advisory’s chief executive Paul Barrett has outlined the firm’s plans to quadruple its size to become Australia’s leading...
Financial planning
For the first time in years, the financial advice market is seeing tailwinds rather than headwinds, according to Forte Asset Solutions director Stephen Prendeville....
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Podcast
adviser losses will be less severe in 2024, yes because there are next to none left. ...
What does he do after three years???.He sits FEW EXAMS GETS THEM RIGHT ONCE and he can apply again promising to be a go...
I have been making this advocation for more than 10 years, that banning a financial adviser like this is hopeless like a...