Sequoia has agreed to acquire two advice firms for $3.15 million, expected to complete by the end of this month.
With mergers and consolidation activity at a record high for Australia’s superannuation industry, Money Management rounds up the merger talk in the first half of 2023.
Money Management has collated five key takeaways from the Wealth Data weekly adviser movements over the last 12 months including the biggest month for departures and stats on new entrants.
Driven by the desire to access new segments, build market share, and diversify product offerings, there is a resurgence in M&A and partnerships among asset managers, according to a global survey.
The regulation of financial advice is one of the highest priorities for the Australian Law Reform Commission as it looks to revamp financial services legislation.
Ox Capital Management (OxCap) is an Australian-based boutique investment manager specialising in emerging market equities.
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