MERGERS AND ACQUISITIONS

Funds management

As companies look to refine portfolios and adapt to regulatory changes, legal experts have flagged the financial services sector as one of the standout areas for M&A in t...

Funds management

Asset managers may be urged to diversify their product ranges, but investment executives have warned any M&A deal should avoid simply filling gaps and instead consider lo...

Financial planning

The strategic partnership with Oaktree Capital and AZ NGA is likely to pave the way for overseas players looking to enter the Australian financial advice market, accordin...

Funds management

Financial services leaders are “all cashed up with nowhere to grow” when it comes to M&A activity, according to Deloitte, with 90 per cent saying they have strong balance...

Funds management

Listed investment company MFF Capital Investments has announced its intention to acquire Montaka Global Investments. ...

Financial planning

AZ NGA chief executive Paul Barrett has unpacked how its strategic partnership with Oaktree will take the professional advisory firm “to the next level” through further M...

Financial planning

Three months after its separation from Insignia Financial, Rhombus Advisory CEO Darren Whereat has shared how the firm is supporting the growth aspirations of its advice ...

Financial planning

With five acquisitions under its belt in the past month, PictureWealth’s CEO Allan Maitland says the advice and technology firm remains committed to partnering with like-...

Financial planning

An acquisition of two advice practices by a national advice group has led to a shift in financial adviser numbers, with one losing 33 advisers as a result....

Funds management

Platinum is “considering the merits” of being the specialist alternative manager’s latest M&A target....

Financial planning

A recent financial advice market update has identified three factors that are holding businesses back from achieving their full potential, while a business consultant has...

Funds management

Two Australian small-cap asset managers have completed their merger after announcing the news in July this year, while providing an investment update....

Financial planning

Two CEOs and a recent report have underscored how the current period of M&A, led by large buyer groups, is redefining the financial advice profession and creating a notab...

Funds management

The ETF provider has flagged a number of developments as it formally enters the superannuation space through a major acquisition....

Funds management

Perpetual has been questioned by analysts on whether its KKR deal is best for shareholders and if it can be undone given the lack of growth it has delivered to the compan...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 21 hours ago