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Showing 411 - 420 of 7571 results for "Deal"

SelfWealth juggles takeover bids

MATTHEW WAI  |  FRIDAY, 21 FEB 2025
... Selfwealth shareholders." BFG made an offer of 22 cents for each of SelfWealth shares in November 2024, representing a $51 million deal if the acquisition proceeded; BFG was forced to increase the offer to 25 cents per share when AxiCorp burst onto the ...

Next decade could bring back the conservative portfolio

ELIZA BAVIN  |  FRIDAY, 21 FEB 2025
... to 20 years, we have seen a rising tide lift all boats, generally speaking. Yes, there was plenty of financial crises to deal with, but they were relatively short lived, and the markets were generally kind," Parker said. "We think the next decade is ...

Apex names country head and COO

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... Apex's recent move to establish Apex Super in partnership with data and technology provider Novigi. Completion of the deal is expected in Q2 2025, pending regulatory approval. Iress will continue to provide certain transition services for up to 18 ...

Perennial beefs up sales team

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
Perennial Partners has made three key appointments to bolster its distribution team and better support its institutional and wholesale marketing efforts. Scott Curtis joins as director for private wealth and family office, based in Sydney. Bringing ...

Bragg accuses ASIC of secrecy

ELIZA BAVIN  |  THURSDAY, 20 FEB 2025
... that that is going to give the wrong message to the market here, particularly if the position is that you're going to deal with this in mediation?" Constant disagreed with the assertion that ASIC was secretive in its approach. "It's not my professional ...

Perpetual receives fresh KKR bid

ELIZA BAVIN  |  MONDAY, 17 FEB 2025
... has received a fresh bid from KKR for the acquisition of its wealth management and corporate trustees businesses, after the deal sat on the backburner for two months. Perpetual said it was considering the revised offer, but did not provide any details ...

Iress creates dedicated customer role

MATTHEW WAI  |  MONDAY, 17 FEB 2025
Iress has created a new position to strengthen its advice technology offerings, hiring the head of Count Financial. Adam Webb has been appointed to the newly created role of executive general manager, customer, effective March. In his new role, Webb ...

Centaur goes self-licensed, appoints former dealer group head

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
Financial planning firm Centaur Financial Services has moved to its own AFSL and made a key hire in the process. Since 2015, Centaur has operated under a co-op licence with RFS Advice, Evalesco, and Guide Financial to reduce costs. However, Centaur ...

Industry fund insurance bungle adds fuel to mounting outrage

ANDREW MCKEAN  |  THURSDAY, 13 FEB 2025
... the family I was helping was about to, without even being able to afford a funeral. "How many people who aren't equipped to deal with this type of issue would have the foresight to speak with the underwriters? Unfortunately, I don't think it would be ...

Local family office backs new venture to invest in climate tech

ANDREW MCKEAN  |  WEDNESDAY, 12 FEB 2025
... strong industry networks in energy, infrastructure, and venture capital, which they leverage to attract corporate partners and deal flow across the climate technology ecosystem, a statement from Climate Tech said. Climate Tech Partners is nearing its ...