mergers and acquisitions

People & Products

Infocus Wealth Management’s ‘Succession Plan’ strategy has seen it acquire a fourth advice business....

Funds management

‘M&A conditions in a sweet spot’ – Beulah

Mergers and acquisitions activity is expected to rise through 2016 as an investment option in the current low growth, low dollar environment, a funds manager believes....

Accounting

M&A activity spikes among accountants

Merger and acquisition activity jumped amoung accounting firms as the Baby Boomer group moved into retirement, while financial advisory firms were resisting....

Funds management

Treasury Group completes Northern Lights merger

Boutique funds management organisation, Treasury Group, has completed its merger with US-based Northern Lights Capital Group as previously announced....

Funds management

KPMG to support startup sector via new alliance

Alternative investment manager, Artesian Venture Partners (Artesian) and KPMG Australia (KPMG) have struck up an alliance with the aim of engaging the corporate sector wi...

Financial planning

UK’s deVere Group makes Australian planning move

UK-based deVere Group has confirmed its intentions to grow a national financial planning presence in Australia via its acquisition of Meridian Financial. ...

Financial planning

HUB24 completes Paragem acquisition

Platform provider HUB24’s acquisition of Paragem has been completed....

Financial planning

Aus Unity eyes further advice acquisitions

Australian Unity says its financial services expansion plan hinges on the changing regulatory landscape, with the group hoping to pick up smaller advisory firms strugglin...

Financial planning

Dimensional signs up to Calastone

Calastone adds Dimensional Fund Advisors to its transaction network....

Financial planning

IOOF brings SFG inhouse as shareholders receive payment

SFG Australia will cease to be a non-aligned advice group as IOOF’s purchase of the group reaches its conclusion tomorrow....

Financial planning

Treasury to merge with Northern Lights

Treasury Group announces merger transaction with US-based multi-boutique, Northern Lights....

Financial planning

SFG shareholders back IOOF acquisition

SFG Australia Limited shareholders have voted to support IOOF Holdings Limited’s proposed acquisition of 100 per cent of the company’s ordinary shares....