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Financial planning

There are quality assets for sale in the financial advice space, according to AZ Next Generation Advisory, and competition is set to increase until the educational standa...

Financial planning

Ord Minnett, which exited IOOF in 2019, has announced it has entered into an agreement to acquire 100% of wealth management firm E.L&C. Baillieu ...

Financial planning

Despite the current market uncertainty, OneVue has confirmed its continuing expectation that it will complete the transaction for the sale of Madison Financial Group in A...

Funds management

Franklin Templeton is to acquire Legg Mason in an all-cash deal for US$4.5 billion ($6.7 billion) to create a combined US $1.5 trillion asset manager....

Funds management

There could be a global merger and acquisition surge on the back of increased Chinese and Japanese buyers in the market, amid low interest rates, according to AllianceBer...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

6 days 7 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 2 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 3 days ago