The financial group has announced the acquisition of a Melbourne-based planning firm servicing Millennials, less than a year since acquiring Affinia-licensed Master Your ...
Citing consistently disappointing engagement by the Pacific Current board since the initial proposal, Regal Partners has stepped back from what it had previously termed a...
Count has welcomed a Melbourne-based advice practice to its network, with a focus on the technology efficiencies provided by the licensee. ...
Madison Financial Group, a wholly owned subsidiary of Clime, has formed a strategic alliance with Practice Development Group, bringing combined FUA to $8 billion through ...
OP-ED With Magellan CEO David George hinting at possible acquisitions, the appointment of Andrew Formica, who pursued an aggressive M&A strategy for Henderson as its form...
AZ NGA has made its latest acquisition with a stake in Sydney-based financial advice firm Foster Raffan iPlan....
With mergers and consolidation activity at a record high for Australia’s superannuation industry, Money Management rounds up the merger talk so far in the first half of 2...
Sequoia has agreed to acquire two advice firms for $3.15 million, expected to complete by the end of this month. ...
Driven by the desire to access new segments, build market share, and diversify product offerings, there is a resurgence in M&A and partnerships among asset managers, acco...
Count and Diverger have announced key acquisitions in their continued strategies towards growth and boosting advice capabilities....
With merger activity top of mind for many financial planning firms strained by costs and regulation, this paraplanning firm has shared some pros and cons to take on board...
Count has appointed a private equity specialist to its board as a non-executive director, indicating further acquisitions could be on the horizon....
Prime Financial is seeking to double its revenue growth by 2025 thanks to a five-year business re-organisation which is now reaping rewards as it sets its sight on multip...
Challenger has announced it will sell its Australian real estate business, CRE, to Elanor Investors Group for $42 million....
The rise in interest rates is having a knock-on effect on financial advice M&A activity as buyers are finding themselves approved for financing that is up to 30% lower th...
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...