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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
Podcast
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...
So we are now underwriting criminal scams?...