Invest Blue picks up estate planning firm

Invest-Blue/estate-planning/financial-advice/M&A/

National advice firm Invest Blue has announced several acquisitions, including the purchase of an estate planning and wealth protection business Lambert Group.

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CFS expands investment range on FirstChoice, Edge

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Colonial First State has announced a suite of dynamic investment solutions on the FirstChoice and Edge platforms to help investors navigate inflation and market volatility concerns.

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Relative Return Unplugged: EXCLUSIVE – The Coalition’s vision for financial advice with shadow minister Luke Howarth

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Join us for a special episode of Relative Return Unplugged as hosts Maja Garaca Djurdjevic and Keith Ford are jo

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Looking beyond ‘plugging the gaps’ with M&A

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Asset managers may be urged to diversify their product ranges, but investment executives have warned any M&A deal should avoid simply filling gaps and instead consider long-term value creation.

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Where are advice firms finding new hires?

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With advice firms thinking about scaling up in 2025, research has detailed the main avenues financial advisers say they have used for successful recruitment.

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Managers ‘super bullish’ ahead of 2025

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Fund managers are entering 2025 with the most bullish sentiment since August 2021 and record high allocations to US equities, thanks to the incoming Trump administration.

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Iress bids farewell to wealth CTO

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After seven years at the company, Iress’ chief technology officer for wealth management APAC, Anthony Gerrits, has departed as the firm commences a search process to fill the role.

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Mason Stevens to be acquired in PE deal

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Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equity firm.

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Insignia board responds to Bain offer

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The board of Insignia Financial has reached a decision regarding the possible acquisition of the firm by US private equity giant Bain Capital.

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The licensees leading 2024 share price growth

AFSL/equities/australian-equities/share-price/financial-advice/licensees/

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses.

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