Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
MERGERS AND ACQUISITIONS
Financial planning
If banks and super funds were to begin providing advice, this advice director expects it would “absolutely spark another round” of mergers and acquisitions. ...
Financial planning
AFA national president Sam Perera has announced he will not be joining the board of the newly-formed Financial Advice Association Australia. ...
Funds management
Credit Suisse is set to be acquired by its local competitor amid ongoing fears over the bank's viability. ...
Financial planning
Diverger has added 160 self-licensed advice firms in the first half of 2022/23 as it targets achieving net revenue of $45 million in FY25....
Financial planning
AZ Next Generation Advisory has announced it has acquired a strategic stake in McLean Delmo Bentleys, a Melbourne-based accounting and advisory firm....
Financial planning
Iress may still be digesting its acquisition of OneVue but it has signalled that it has both the capital and the appetite for mergers and acquisitions. ...
Superannuation
A new analysis of merger and acquisition activity has pointed to higher activity levels on the part of superannuation funds....
Life/Risk
Adelaide accounting and wealth advisory firm, Perks has announced the acquisition of life risk specialists, Simmons Moore....
Funds management
Century Australia Investments and WAM Leaders have entered into an agreement under which WAM leaders will acquire 100 per cent of Century’s shares....
Funds management
Charter Hall Group said it has reached an agreement to acquire Folkestone Limited for $205 million, with the deal to be funded by cash from available investment capacity....
Life/Risk
ANZ Bank New Zealand has agreed to sell OnePath Life NZ for NZ$700 million to specialist insurance business Cigna Corporation....
People & Products
New York-based investment firm Berkshire Capital has expanded its Sydney team with two senior appointments....
Financial planning
Centrepoint Alliance has acquired RFE Group to support the growth of professional advice firms....
People & Products
Northern Trust Capital Markets has recruited Ben Brownette as a research analyst in its first post-acquisition hire....
People & Products
US-based Pavilion Financial Corporation has moved to acquire Altius Holdings in a move that expands its geographic footprint....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...