POWERED BY MOMENTUM MEDIA
M&A
Financial planning
With Count’s acquisition of Diverger set to reach completion in February 2024, rival bidder COG Financial Services has withdrawn its “superior proposal” made last month. ...
People & Products
The investment platform is set to strategically partner with capital markets platform Complii Fintech Solutions, resulting in greater client interaction and cross-referra...
Financial planning
Centrepoint Alliance has acquired a Brisbane financial advice firm with over $1 billion in funds under advice as part of its strategy to accelerate growth....
Funds management
GQG has emerged as the superior offer in a bid to acquire Pacific Current Group with a non-binding indicative offer of $11 per share but is yet to achieve the support of ...
Funds management
Regal Partners has confirmed in an ASX statement that it is in discussion to potentially acquire PM Capital, a month after the firm pulled its bid to acquire Pacific Curr...
Funds management
Pinnacle has reported challenges in the domestic retail and institutional market where it is expending resources to ensure it is ready for a market recovery....
Financial planning
Speaking to Money Management, AZ Next Generation Advisory’s chief executive Paul Barrett has outlined the firm’s plans to quadruple its size to become Australia’s leading...
Financial planning
For the first time in years, the financial advice market is seeing tailwinds rather than headwinds, according to Forte Asset Solutions director Stephen Prendeville....
Financial planning
The financial group has announced the acquisition of a Melbourne-based planning firm servicing Millennials, less than a year since acquiring Affinia-licensed Master Your ...
Funds management
Citing consistently disappointing engagement by the Pacific Current board since the initial proposal, Regal Partners has stepped back from what it had previously termed a...
Financial planning
Count has welcomed a Melbourne-based advice practice to its network, with a focus on the technology efficiencies provided by the licensee. ...
People & Products
Madison Financial Group, a wholly owned subsidiary of Clime, has formed a strategic alliance with Practice Development Group, bringing combined FUA to $8 billion through ...
Editorial
OP-ED With Magellan CEO David George hinting at possible acquisitions, the appointment of Andrew Formica, who pursued an aggressive M&A strategy for Henderson as its form...
Financial planning
AZ NGA has made its latest acquisition with a stake in Sydney-based financial advice firm Foster Raffan iPlan....
Superannuation
With mergers and consolidation activity at a record high for Australia’s superannuation industry, Money Management rounds up the merger talk so far in the first half of 2...
Never miss the latest news and developments in wealth management industry
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...