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MERGER AND ACQUISITION
Financial planning
As firms jostle to retain their top talent in a competitive jobs market, recruiters observe discussions around professional development and growth have become increasingl...
Financial planning
Two Sydney-based financial advice firms are set to join forces to create a “stronger, more resilient” advice offering with a combined AUM of $1.3 billion....
Financial planning
LGT Crestone has signed an agreement to acquire CBA’s personal advice business, Commonwealth Private Advice, including $5 billion in assets and 20 investment advisers....
Financial planning
With an ambitious $100 million revenue target by 2030 on the horizon, Prime Financial has released its projected results for the 2024 financial year driven by organic gro...
People & Products
The platform’s wealth data and sentiment business ARdata announced its completed acquisition of investment and superannuation system ProductRex....
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....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....