New York-based investment firm Berkshire Capital has expanded its Sydney team with two senior appointments....
Centrepoint Alliance has acquired RFE Group to support the growth of professional advice firms....
Northern Trust Capital Markets has recruited Ben Brownette as a research analyst in its first post-acquisition hire....
US-based Pavilion Financial Corporation has moved to acquire Altius Holdings in a move that expands its geographic footprint....
StepStone Group LP today announced it will acquire Swiss Capital Alternative Investments and launch new private debt and hedge fund strategies....
Infocus Wealth Management’s ‘Succession Plan’ strategy has seen it acquire a fourth advice business....
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....
Merger and acquisition activity jumped amoung accounting firms as the Baby Boomer group moved into retirement, while financial advisory firms were resisting....
Boutique funds management organisation, Treasury Group, has completed its merger with US-based Northern Lights Capital Group as previously announced....
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...
UK-based deVere Group has confirmed its intentions to grow a national financial planning presence in Australia via its acquisition of Meridian Financial. ...
Platform provider HUB24’s acquisition of Paragem has been completed....
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...
Calastone adds Dimensional Fund Advisors to its transaction network....
SFG Australia will cease to be a non-aligned advice group as IOOF’s purchase of the group reaches its conclusion tomorrow....
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...