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M&A
Financial planning
It can be extremely hard to realise the gains from financial advice M&A, according to Peloton Partners’ Rob Jones, and more could be gained from firms looking inward at t...
Financial planning
Two financial advice businesses are to merge in a bid to create a multidisciplinary professional services firm as part of AZ NGA’s “super firm” strategy....
Financial planning
Sequoia Financial Group has received a defence and counterclaim from Tim McGowen regarding the acquisition of Informed Investor....
Funds management
The current macroenvironment is proving to be ‘encouraging’ for global mergers in the funds management space, says Wilson Asset Management, underpinned by increased optim...
Financial planning
Count Financial’s acquisition strategy shows no signs of slowing down, as the company’s equity firm acquires a $1.4 million stake in a Gold Coast accounting business....
Financial planning
A former Insignia advice firm Murray Nankivell, specialising in providing advice in regional South Australia, has joined the Count licensee. ...
Expert Analysis
The demand for financial planning businesses for sale isn’t decreasing but firms need to know how to value their business to achieve the best price, writes Fiona Ettles. ...
Funds management
Having unsuccessfully tried to acquire Pacific Current Group last year, GQG Partners has agreed to acquire three of its US-based affiliates....
Financial planning
Rather than looking at high-net-worth CBD advice firms, one Queensland practice is looking to expand nationally via acquiring regional firms with strong client pipelines....
Funds management
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...
Financial planning
The merger between Count and Diverger, first announced in September, has completed to create Australia’s second-largest licensee with over 550 advisers. ...
Funds management
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...
Financial planning
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...
Financial planning
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...
Funds management
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...
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...