MERGERS AND ACQUISITIONS
Superannuation
Boutique ethical investment fund Christian Super has announced it will merge with super provider for churches Australian Christian Super....
Funds management
Australia’s deepening pool of superannuation assets has created strong local opportunities for merger and acquisition activity over the next year....
Financial planning
Henderson Global Investors will increase its assets under management in the US by 50 per cent through its US$130 million acquisition of Geneva Capital Management....
Financial planning
The body representing small and medium enterprises has formed an alliance with Taxpayers Australia, at the same time expressing disappointment at the government for faili...
Financial planning
SimCorp rebarnds its recently acquisition, Equipos, to SimCorp Coric. ...
Financial planning
Findex makes second advisory group acquisition ...
Financial planning
Challenger and Access Capital Advisers are pooling their infrastructure investment arms to form a new boutique business....
Funds management
Treasury Group takes equity stake in former Macquarie Group private equity funds management business....
Financial planning
Investec sells its professional finance business to BOQ....
Financial planning
Perpetual divests Trust Company’s NZ business....
Financial planning
All UBS bonds to be independently monitored by Bloomberg....
Financial planning
Rubik to add revenue and commission management software to the suite of Rubik products....
Funds management
Standard Life Investments has acquired Ignis Asset Management, signalling a major strategic shift into the funds management arena for the traditionally insurance-orientat...
People & Products
Brisbane-based fund manager Blue Sky Alternative Investments has acquired hedge fund manager Investment Science....
Financial planning
Signs are emerging of an upturn in merger and acquisition activity in the financial planning and accounting space....
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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...