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MERGERS AND ACQUISITIONS
Financial planning
Treasury Group announces merger transaction with US-based multi-boutique, Northern Lights....
Financial planning
SFG Australia Limited shareholders have voted to support IOOF Holdings Limited’s proposed acquisition of 100 per cent of the company’s ordinary shares....
Financial planning
AMP Capital Property Portfolio has overseen the sale of a key NZ property portfolio to Canada’s Public Sector Pension Investment Board. ...
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....
MARKET INSIGHTS
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Podcast
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...