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ACQUISITIONS
Expert Analysis
With private equity players taking an interest in acquiring Australian financial planning businesses, what are these firms prioritising when evaluating a potential target...
Financial planning
Regal Partners has grown funds under management to $12.2 billion and flagged it may consider smaller bolt-on acquisitions, having withdrawn a bid last year for Pacific Cu...
Financial planning
Rather than looking at high-net-worth CBD advice firms, one Queensland practice is looking to expand nationally via acquiring regional firms with strong client pipelines....
People & Products
Further acquisitions remain a possibility for WT Financial as it finalises the integration of Synchron, Sentry and Wealth Today and announces its full-year results....
Financial planning
Companies looking to make acquisitions of financial advice firms are seeking those which have specialisations or a positive business culture rather than just a large clie...
Financial planning
The group that just acquired Sentry is looking to continue its expansion to become one of the biggest mid-tier independent financial planning groups by organic growth and...
Funds management
There are four funds set to benefit from the completion of the acquisition of MLC Wealth by IOOF from National Australia Bank, which makes it Australia’s largest wealth m...
Funds management
Charter Hall Long WALE REIT has announced four new acquisitions with a total purchase price of $415.4 million and will undertake an offer to raise approximately $250 mill...
Financial planning
Iress may still be digesting its acquisition of OneVue but it has signalled that it has both the capital and the appetite for mergers and acquisitions. ...
Funds management
The acquisitions will be owned jointly by the group and two if its real estate investment trusts. ...
Financial planning
Got an indifferent planning business with high exposure to grandfathered commissions and less than thorough paperwork? Don’t expect to be rushed by potential buyers....
Superannuation
A new analysis of merger and acquisition activity has pointed to higher activity levels on the part of superannuation funds....
Financial planning
An IOOF subsidiary, Bridges Financial Services Group, today announced to the Australian Securities Exchange that it would acquire Bendigo and Adelaide Bank’s financial pl...
Life/Risk
TAL Dai-Chi Life Australia has finally finished its acquisition of Suncorp’s Australian life insurance business, announcing this afternoon that the process was complete....
Financial planning
Wealth management advisory firm, AD Capital Group has announced plans to list this year on the Australian Securities Exchange....
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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...