Crunching the numbers on the tripartite Australian Unity deal

Wealth-Data/adviser-numbers/australian-unity/AZ-NGA/Fortnum/Colin-Williams/

The tripartite deal between Fortnum and AZ Next Generation Advisory, announced earlier this week, to acquire the financial advice arm of Australian Unity is a “reasonable fit”, according to Wealth Data.

Read more about:

AUTHOR

The three advice licensees backed by this fund manager

Diverger/Fiducian/Sequoia/acquisition/financial-advisers/

Fund manager DMX Asset Management is backing three different financial advice licensees in its Australian Equities fund as it expects an easing of industry headwinds will benefit the sector.

Read more about:

AUTHOR

AMP plans digital bank launch for small businesses

amp/banking/digital/

AMP is betting on a digital bank for sole traders and small businesses, in partnership with UK digital bank Starling, to improve its AMP Bank performance.

Read more about:

AUTHOR

Centrepoint Alliance targets self-licensed advisers with Adviser Cloud

centrepoint-alliance/self-employed-advisers/AFSL/

Centrepoint Alliance plans to launch an “Adviser Cloud” offering of adviser infrastructure for self-licensed advisers as well as a partnership to provide a portfolio administration service.

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 2 weeks ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

2 weeks 6 days ago

The central bank has released its decision on the official cash rate following its November monetary policy meeting. ...

2 weeks 5 days ago

The CEO of L1 Group, formerly known as Platinum Asset Management, has stepped down with immediate effect, and the asset manager has announced his replacement....

3 weeks 5 days ago
moneymanagement logo