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MERGER
Financial planning
As part of a strategy to become a market leader in the high net worth client space, Macquarie said it would merge its private bank and private wealth businesses....
Financial planning
A merger between two NSW accounting and planning practices represents confirmation of the CountPlus “owner-driver” model which takes the firm away from holding a 100 per ...
People & Products
The global mid-market accounting and advisory services network has announced that two local firms will merge to form Moore Stephens Queensland and Northern New South Wale...
Financial planning
Planning and accounting practices will merge to better serve their clients, according to Australian Wealth Solutions....
Funds management
Toronto-based investment firm, Brenton Hill Capital’s team is set to join Neuberger Berman, bringing on board their quantitative investment capabilities....
People & Products
Australian risk tolerance specialist firm, FinaMetrica has merged with Canadian firm, PlanPlus cementing a decade-long collaboration....
Superannuation
Kinetic Super and Sunsuper have confirmed their merger and the merged entity will have more than $45 billion in funds under management....
Funds management
Link Group in major UK acquisition which will see it take control of Capita Asset Management in a transaction valued at nearly $1.5 billion....
Superannuation
Equip and Rio Tinto Staff Superannuation Fund are set to merge on 1 July and will be led by Nicholas Vamvakas as CEO....
Funds management
Merger with Pengana Capital to create Pengana Capital Group has been approved by HHL shareholders....
Funds management
The unitholders of Centuria Urban REIT (CUA) have been recommended to vote in favour of the CUA and Centuria Metropolitan REIT (CMA) merger proposal....
Funds management
Hunter Hall’s directors are unanimously recommending its shareholders vote in favour of the proposed merger with Pengana at the general meeting....
Funds management
Henderson’s shareholders have approved the merger with Janus Capital Group at the extraordinary general meeting....
Funds management
The merged entity Janus Henderson Investors is on track to emerge in late May, with Japan’s Dai-ichi looking to build its shareholding to at least 15 per cent....
Funds management
The board of Hunter Hall has unanimously backed the Pengana merger transaction in a Second Supplementary Target’s Statement to the ASX....
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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...