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Financial planning
Forbes Fava Financial Planning has acquired Melbourne-based firm Financial Planit, taking “another key step” towards its long-term strategic growth plans for the region....
Financial planning
Altus Financial, based on NSW's Central Coast, has announced a merger with advisory firm Fortunity to strengthen its presence in the region and expand its service offerin...
Financial planning
Two national advice businesses have merged to form a leading holistic advice business with $2.5 billion in funds under management....
Funds management
Platinum Asset Management has announced it is in discussions with a global alternatives fund manager regarding a possible merger to create an $18 billion firm. ...
Funds management
Natixis Investment Managers is set to merge with a global fund manager to create a multi-affiliate business with a combined $3.1 trillion in assets under management. ...
Funds management
Mergers and acquisitions in the Australian financial services industry are expected to continue surging, with M&A leaders looking to double the number of deals they are p...
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....
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
With the first quarter of 2024 behind us, Money Management takes a look back at the biggest M&A deals in financial advice over the period....
Financial planning
Diverger managing director, Nathan Jacobsen, is expected to depart once the firm merges with Count next month....
Financial planning
With a move towards servicing high-net-worth investors who are seeking a professional network, accountants and financial planners are working closer than ever before and ...
Superannuation
The government has announced it is taking steps to amend the transfer balance cap to prevent super fund members from being adversely impacted when funds merge....
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
Diverger shareholder DMX Asset Management has described its proposed merger with Count as a “farcical” transaction, saying the offer price does not reflect the fair value...
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 ...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...