MERGERS AND ACQUISITIONS

Financial planning

The body representing small and medium enterprises has formed an alliance with Taxpayers Australia, at the same time expressing disappointment at the government for faili...

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Financial planning

SimCorp rebarnds its recently acquisition, Equipos, to SimCorp Coric. ...

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Financial planning

Findex makes second advisory group acquisition ...

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Financial planning

Challenger and Access Capital Advisers are pooling their infrastructure investment arms to form a new boutique business....

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Funds management

Treasury Group takes equity stake in former Macquarie Group private equity funds management business....

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Financial planning

Investec sells its professional finance business to BOQ....

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Financial planning

Perpetual divests Trust Company’s NZ business....

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Financial planning

All UBS bonds to be independently monitored by Bloomberg....

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Financial planning

Rubik to add revenue and commission management software to the suite of Rubik products....

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Funds management

Standard Life Investments has acquired Ignis Asset Management, signalling a major strategic shift into the funds management arena for the traditionally insurance-orientat...

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People & Products

Brisbane-based fund manager Blue Sky Alternative Investments has acquired hedge fund manager Investment Science....

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Financial planning

Signs are emerging of an upturn in merger and acquisition activity in the financial planning and accounting space....

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Financial planning

SMSF push results in purchase of Victorian practice....

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Financial planning

Hayes Knight NSW has sold stakes in its planning, accounting and superannuation administration business to Easton Investments....

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Financial planning

More than 80 per cent of Trust shareholders vote in favour of Perpetual bid....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 11 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 2 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago