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Showing 1 - 10 of 7563 results for "Deal"

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
Count Financial has reportedly wound up its restricted self-managed superannuation fund (SMSF)/limited-advice service, losing some 26 advisers on the Financial Adviser Register (FAR), latest data shows. Padua WealthData's weekly adviser update shows ...

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million. The ASX-listed wealth firm said BMO made the confidential, non-binding and conditional proposal to ...

Macquarie AM, IG4 Capital to realise over $1bn in global transaction

MATTHEW WAI  |  WEDNESDAY, 3 JUN 2026
... company has expanded it footprint and enhanced efficiency and its position within the nation's infrastructure, MAM said. The deal remains subject to customary closing conditions, including regulatory and antitrust approvals. Commenting, head of Macquarie ...

Centrepoint Alliance acquires two advice firms

KARREN VERGARA  |  MONDAY, 1 JUN 2026
... regulatory approvals and adviser transitions. Astute is Centrepoint's key referral and distribution partner. The new deal further builds on Centrepoint's existing partnership since the sale of its lending solutions business to Astute that finalised ...

FEATURE | Emerging markets: Twists and turns

KARREN VERGARA  |  FRIDAY, 29 MAY 2026
... the different players, was always going to lead to an attack. The off ramps are very cloudy at best. People think that a deal will be done. I hope a deal would be done." Russia and China: End game? A two-week ceasefire took effect on April 7 where each ...

Small pocket of failed measures can 'blow the entire business': Anderson

MATTHEW WAI  |  FRIDAY, 29 MAY 2026
The Financial Advice Association Australia (FAAA) general manager of policy, advocacy and standards Phil Anderson warned licensees to improve their control measures for authorised representatives to avoid any unintended consequences. Breaking down licensees' ...

ASIC flags stronger fintech collaboration

VINNY VUCAGO  |  THURSDAY, 28 MAY 2026
... publicly... is to be able to say to a start-up or an entity that has an idea and give them a person at the regulator that they can deal with throughout the journey," he said. "I think that would give start-ups confidence... and on the ASIC side... there's ...

More advisers go self-licensed to avoid associative risks

MATTHEW WAI  |  THURSDAY, 28 MAY 2026
An industry expert said financial advisers are increasingly moving towards a self-licensed model to gain better control of their business, while avoiding the risks of operating under large dealer groups. My Dealer Services (MDS) managing director Alex ...

Heightened cyber threats require greater accountability on governance

MATTHEW WAI  |  WEDNESDAY, 27 MAY 2026
Cyber threats have increased significantly over the past year, and experts are advising financial services businesses to enhance their security framework, not only to shield their digital infrastructure but to also to ensure their governance policies ...

Scarcity Partners takes minority stake in Infocus

VINNY VUCAGO  |  WEDNESDAY, 27 MAY 2026
... Infocus Wealth Management (Infocus). The financial terms and percentage holding remain undisclosed. Scarcity Partners notes the deal reflects growing demand for strategic capital among advice businesses as advisers contend with rising compliance obligations ...
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