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Showing 1121 - 1130 of 7579 results for "Deal"

Certe acquires Genesis Financial Partners

CASSANDRA BALDINI  |  MONDAY, 25 JUL 2022
... Partners with a vision to create a large, integrated professional services firm with over 20 staff and nine advisers. Under the deal the specialist insurance advisory firm has acquired 60% of Genesis upfront and will purchase the remaining 40% at a later ...

Mason Stevens appoints head of asset allocation

ANDREW MCKEAN  |  THURSDAY, 21 JUL 2022
Mason Stevens has hired from State Super to fill the role of head of asset allocation. Paul Spence will be responsible for developing bespoke strategic and tactic asset allocation solutions for platform clients running managed portfolios. He will report ...

Lonsec acquires Implemented Portfolios

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... solutions to financial advisers, whether it be separately managed accounts (SMA) or the adoption of MDA services. Terms of the deal were not disclosed but it is expected to positively impact Lonsec's earnings and margins, boosting its current funds under ...

Claim support a key skill for advisers: Report

CASSANDRA BALDINI  |  THURSDAY, 21 JUL 2022
Financial advisers across Australia now play a greater role in supporting clients through life insurance claims, with almost 80% of advisers saying it's a key part of their offering. TAL commissioned The Value of Financial Advisers at Claim Time to ...

Equity Trustees in new technology partnerships

CASSANDRA BALDINI, CHLOE WALKER  |  WEDNESDAY, 20 JUL 2022
... to strengthen the technology that supports its Trustee and Wealth Services business and its data capabilities. Under the deal with TrustQuay, Equity Trustees will centralise its Trustee and Wealth Services (TWS) business. The TWS business includes charitable ...

ANZ, Suncorp deal cops industry backlash

CASSANDRA BALDINI  |  TUESDAY, 19 JUL 2022
... generated varying industry speculation. The Australian Competition and Consumer Commission (ACCC) has raised concerns around the deal and announced plans to commence a review of the acquisition that will involve extensive consultation with market participants ...

Brookfield, Infratil sell mobile towers

JAMIE WILLIAMSON  |  MONDAY, 18 JUL 2022
... reinvest and own 20% of the new TowerCo, which comprises 1484 towers and covers 98% of New Zealand's population. Under the deal, the new TowerCo will sign a 20-year master services agreement with Vodafone New Zealand and commit to an additional 390 sites ...

Foresight buys Infrastructure Capital Group

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUL 2022
... closely with Foresight as we continue to enhance and develop our asset portfolio and returns for our investors." Under the deal, ICG's current management will remain and continue to manage the investments of its institutional clients to the existing ...

Payton Capital expands to Sydney

ANDREW MCKEAN  |  WEDNESDAY, 13 JUL 2022
... and Citi. Luke Hills takes on the role of relationship director, responsible for loan origination and business development, deal structuring, credit assessment and asset management. Hill has more than 10 years' experience in commercial property finance. ...

Victorian AR charged with providing unlicensed advice

CASSANDRA BALDINI  |  WEDNESDAY, 13 JUL 2022
Former authorised representative Nizi Bhandari has been charged with engaging in dishonest conduct and providing unlicensed personal financial product advice. Between November 2017 and December 2020, Bhandari was an AR of The Australian Dealer Group ...