M&A

Financial planning

Wealth players experience FOMO amid heated M&A environment

Large wealth management players are increasingly taking an opportunistic approach to their M&A deals rather than a strategic one, while a fear of missing out is driving s...

Funds management

Selfwealth M&A battle continues with Svava binding proposal

Following the announcement last week that Selfwealth had formally commenced into a scheme of arrangement with Bell Financial Group, Svava has put forward a binding propos...

Funds management

Selfwealth updates on 2 competing acquisition bids

Selfwealth has provided an update on the status of its scheme implementation deed with Bell Financial Group as well as whether rival bidder Svava remains in the picture. ...

Financial planning

Insignia’s Hartley seeks to expedite 3-way M&A process

Insignia Financial chief executive Scott Hartley has detailed whether the firm will be selecting an exclusive bidder for the second phase of due diligence as it awaits re...

Financial planning

‘Silver tsunami’ of business retirees to propel M&A surge

Australian dealmakers are expectant of deals in 2025 to come from a silver tsunami of retiring practice owners who are planning for their succession, with generational sh...

Financial planning

Refining tech crucial for advice M&A prep

As financial advice continues to be a major target for M&A, intelliflo has encouraged practices to improve their processes and data management before prospective buyers c...

Expert Analysis

A private equity perspective on navigating M&A due diligence

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

Link Wealth grows national presence with Hobart acquisition

Financial services firm Link Wealth has purchased a majority stake in a Hobart-based advice business, its latest move as it makes a strategic expansion across the country...

Funds management

GDG confirms acquisition of Evidentia

Generation Development Group has confirmed it is to acquire 100 per cent of Evidentia Group to create a managed account provider with over $25 billion in funds under mana...

Funds management

Adapt or die: Traditional asset managers urged to embrace alternatives

Asset managers lacking a presence in private markets will find themselves forced to acquire or partner to survive in 2025, according to this global consultancy....

Financial planning

Scaling up a ‘bigger, better and stronger’ advice network

WT Financial managing director, Keith Cullen, says the firm is looking inward when it comes to M&A, with a focus on helping practices in its network become “bigger, bette...

Funds management

T. Rowe Price inks strategic relationship with US insurer

T. Rowe Price has formed a strategic relationship with a US life insurance and annuity company which will see the asset manager manage its public and private assets, and ...

Funds management

Selfwealth/Bell deal in doubt as third bidder emerges

Selfwealth has received a third non-binding indicative offer from a new bidder which it says represents a “superior proposal” to its existing scheme implementation bid wi...

Financial planning

Coastal Advice Group teams up with US capital partner

National advice firm Coastal Advice Group has entered a long-term strategic partnership with New York-based Merchant Wealth Partners to accelerate its expansion....

Funds management

Dealmakers cautiously optimistic on asset and wealth management M&A

Deal values for APAC asset and wealth management companies surged 76 per cent in 2024 to almost $100 billion, according to PwC, while three factors are driving growth for...