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M&A
Financial planning
With private equity underwhelmed by wealth management, IOOF is speculated to make a key announcement on acquiring the MLC financial planning elements....
Funds management
Navigator Global Investments is to acquire six investments from funds managed by Neuberger Berman subsidiary Dyal Capital Partners. ...
Funds management
Global investment management firm Franklin Templeton, has announced a completion of acquisition of Legg Mason, creating a firm with US $1.4 trillion in assets under manag...
People & Products
Euroz and Hartleys have announced they have entered into a binding bid implementation agreement under which Euroz has made an off-market takeover offer to acquire 100% of...
Financial planning
As the financial planning industry moves to the end of April, many eyes are being directed towards OneVue and how successful it will be in selling its financial planning ...
Funds management
Research and ratings house Zenith has expanded its reach into the superannuation sphere via the acquisition of Chant West....
Financial planning
AMP financial advisers seem likely to have to navigate a series of advice practice mergers as the company reshapes its wealth management business for the future....
Financial planning
Financial technology company GBST has seen pre-tax profits rise by 80 per cent to $14 million for the full year 2019....
People & Products
Aon has appointed Jonty Vavasour as executive director, mergers and acquisitions (M&A), and transaction solutions in New Zealand....
People & Products
Advisory firm Nash Advisory has made four appointments to its team as it envisages increased M&A activity in the industry....
Funds management
US food and drink companies are well-positioned for fixed income investors, according to Janus Henderson co-head of credit research, John Lloyd, and credit analyst, Brad ...
Superannuation
Amid market speculation that Catholic Super has found two funds with which to merge, its chief executive, David O’Sullivan, has reaffirmed the fund’s broad merger intenti...
People & Products
Money Management owner FE has teamed up with fundinfo and the Luxembourg-based F2C, marking the completion of an investment by tech investor Hg....
Funds management
Century Australia Investments and WAM Leaders have entered into an agreement under which WAM leaders will acquire 100 per cent of Century’s shares....
Financial planning
IOOF has completed its acquisition of ANZ’s aligned dealer groups, while making further arrangements to complete the acquisition of the ANZ One Path Pensions and Investme...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...