POWERED BY MOMENTUM MEDIA
ACQUISITION
SMSF
Class’ net profit after tax fell 46% after the firm offloaded its investment in managed account service, Philo Capital, and has acquired legal documentation software prov...
Funds management
Iress has been approached a third time by EQT Fund Management to acquire all its shares and its board intends to recommend that shareholders vote in favour of the proposa...
Financial planning
State Street is set to launch a private markets solution for institutional investors as it acquires solutions and data management provider Mercatus....
Funds management
Athene Holding has acquired a minority stake in Challenger for $720 million as part of its growth strategy....
Funds management
The investment and advisory firm is the 50th to be admitted while the Chi-X group looks to be acquired by Cboe Global Markets and J.C. Flowers and Co....
Funds management
IOOF’s bid to acquire MLC, including NULIS Nominees, has been approved by the prudential regulator, and is working towards a completion date of 31 May, 2021....
Financial planning
The accounting and financial advisory network has acquired Blue Harbour Financial Partners and Henderson Matusch Group....
Funds management
Investec Australia has sold its corporate loan book to Metrics Credit Partners as part of its move to exit its Australian business....
Funds management
The 100% acquisition of Glennmont looks to enhance Nuveen’s $3.7 billion infrastructure platform. ...
Life/Risk
In the latest step of the acquisition, AIA Australia will notify CommInsure policyholders of their transfer to the life insurer which is subject to the Federal Court of A...
Funds management
Amanda Gillespie will be appointed as group executive of Perpetual Asset Management, Australia while David Lane will run the international division. ...
Financial planning
After picking up nearly 20% of Evans Dixon in August, 360 Capital is moving to acquire the company....
Funds management
The acquisition would include Parametric and Calvert and will be finalised in the second quarter of 2021. ...
Funds management
Investment group Generation Development Group has picked up a key 37% stake in research and ratings house, Lonsec....
Financial planning
CountPlus member firm AdviceCo has announced it has completed a tuck-in acquisition of the accounting revenues of Arch Capital under the CountPlus ‘owner-driver, partner’...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....