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ACQUISITION
Financial planning
Count has made its latest acquisition of a company that provides offshore services for advisers out of India, continuing the expansion of its services segment....
Financial planning
Advisory and asset management group Prime Financial has announced it will acquire a fund management platform and its two funds as it seeks to launch a diversified alterna...
Financial planning
Sequoia is seeking $3.5 million in damages from Tim McGowen, following the acquisition of Informed Investor in April 2022. ...
Financial planning
Critique Private Clients, a Sydney-based advisory business, has switched from an Insignia-owned licensee to Count’s Australian financial services licence network....
Financial planning
Sequoia has made a $2 million acquisition as it expands its product offering to deliver professional services to advisers....
Funds management
Having ended its acquisition plan last week, the co-chair of Pacific Current Group’s independent board committee is to depart as the firm seeks alternative ways to boost ...
Financial planning
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...
Financial planning
Two firms have joined forces to acquire Australian Unity’s financial advice business, which includes 18 advisers alongside its corporate superannuation services business....
Funds management
PM Capital has agreed to an acquisition by Regal Partners for an upfront consideration of $20 million as founder and chief investment officer, Paul Moore, seeks to focus ...
Financial planning
AZ NGA has acquired an outsourced HR company, the latest step in its horizontal integration strategy to be involved in each component of the adviser supply chain. ...
Financial planning
Diverger has confirmed a rival bidder has put forward a competing proposal for acquisition, though Count continues to be the frontrunner in the eyes of the board. ...
Financial planning
AZ Next Generation Advisory is to acquire a stake in The Wealth Designers as the Perth advice business seeks to have an office in every Australian capital city. ...
Financial planning
Advice Intelligence, which went into voluntary administration in May, has been acquired by a global wealth management fintech firm....
People & Products
The platform’s wealth data and sentiment business ARdata announced its completed acquisition of investment and superannuation system ProductRex....
Funds management
EXCLUSIVE: Two years after joining forces with Ken Moelis, a New York-based asset manager is exciting Aussie investors with opportunities in US private credit amid a majo...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...