ACQUISITION

Financial planning

Macquarie grows motor finance market share via its acquisition of Esanda dealer finance from ANZ....

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Financial planning

AZ Next Generation Advisory, has announced its fourth acquisition in five months, bringing its total assets under management to $1 billion....

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People & Products

Canberra-based accounting and consulting firm, Synergy Group, has acquired Moore Stephens Canberra....

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People & Products

Financial market and mortgage system supplier IRESS has acquired Proquote and Pulse Software Systems to its portfolio in a bid to expand its UK operations....

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Tools & guides

Identifying corporate takeover targets can be a lucrative strategy but avoiding rumour is critical, writes Christian Ryan....

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Financial planning

Fiducian Group has acquired a Sydney-based advice firm with $85 million in FUA, bringing the group’s total FUA to $1.71 billion....

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Funds management

Challenger’s Findante makes key European acquisition as turn-key to replicating its multi-boutique play....

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Financial planning

Wilson Investment Group has sold its securities business to Wilson HTM, Craigs Investment Partners and Deutsche Bank after two years of flagging earnings....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 14 hours ago

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

1 day 5 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago