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M&A
Funds management
Having unsuccessfully tried to acquire Pacific Current Group last year, GQG Partners has agreed to acquire three of its US-based affiliates....
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....
Funds management
WAM Leaders, a listed investment company run by Wilson Asset Management, has entered into a scheme implementation agreement to merge with QV Equities with an enhanced off...
Financial planning
The merger between Count and Diverger, first announced in September, has completed to create Australia’s second-largest licensee with over 550 advisers. ...
Funds management
Following its 1H24 results, Prime Financial CEO Simon Madder speaks with Money Management on the firm’s growth vision and how it hopes to complete more acquisitions in th...
Financial planning
Centrepoint Alliance has reported a 63 per cent NPAT growth for 1H24 and is looking to its existing licensee network to enact their own acquisitions as they look for succ...
Financial planning
Count chief executive, Hugh Humphrey, believes limited advisers providing advice at super funds and banks will benefit the firm’s business model by creating a new breed o...
Funds management
GQG Partners chief executive, Tim Carver, believes it is “very, very hard” to pursue M&A in the asset management space after a failed bid for Pacific Current Group last y...
Financial planning
The proposed merger between Count and Diverger has received court approval to proceed on 1 March, with Count chief executive Hugh Humphrey welcoming reaching the “huge mi...
Financial planning
AZ NGA chief executive, Paul Barrett, has shared why financial advice firms have become more valuable to acquire in the five years since the Hayne royal commission and wh...
People & Products
A Victorian accounting firm – in which Count holds a 40 per cent equity stake – has announced the acquisition of an accounting client book through a $1.4 million transact...
Superannuation
Money Management explores four key superannuation fund mergers expected to finalise this year, including two mergers with Australian Retirement Trust. ...
Financial planning
Critique Private Clients, a Sydney-based advisory business, has switched from an Insignia-owned licensee to Count’s Australian financial services licence network....
People & Products
Link Group is the target of an acquisition bid by Mitsubishi UFJ Trust and Banking Corporation as the firm seeks greater access to Australia’s superannuation funds....
Features
2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for financial advisers. ...
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...