M&A

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With Count’s acquisition of Diverger set to reach completion in February 2024, rival bidder COG Financial Services has withdrawn its “superior proposal” made last month.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....

Financial planning

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 ...

Funds management

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...

Financial planning

Count has welcomed a Melbourne-based advice practice to its network, with a focus on the technology efficiencies provided by the licensee. ...

People & Products

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 ...

Editorial

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...

 

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