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Showing 1 - 10 of 266 results for "mergers and acquisitions"

Adviser numbers plateau

KARREN VERGARA  |  THURSDAY, 18 APR 2024
... Macnaught (EWM) and Blue Harbour Financial Partners recently announced their merger. Last year, major mergers and acquisitions included Insignia Financial selling Millennium3 to ASX-listed WT Financial Group (WTL) with a total of 75 practices transitioning. ...

Government introduces company merger overhaul

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
... competition, consumers, and the economy," Chalmers and Leigh said. Additionally, a public register of all mergers and acquisitions will be established to encourage transparency, accountability, and competition. "The reforms we've announced today build ...

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... Advice Brighton and Wealth for Life Financial Planning. "After successfully executing four strategic mergers and acquisitions within the last eight months, three of those being in the past eight weeks, our team has meticulously honed our integration ...

Growthpoint recruits new chief executive

ANDREW MCKEAN  |  WEDNESDAY, 6 MAR 2024
... investment management, with expertise in commercial property markets, funds management, asset management, mergers and acquisitions, and equity capital markets. Currently the head of funds management at Centuria, Lees contributed to increasing the funds ...

Super fund satisfaction improves: Roy Morgan

CHLOE WALKER  |  WEDNESDAY, 24 JAN 2024
... data on the impacts these mergers have on the customer satisfaction of the super funds involved in the mergers and acquisitions," Levine said. "One of the key messages coming through from these mergers is the importance of communication and a smooth ...

TAL appoints chief claims officer

KARREN VERGARA  |  MONDAY, 22 JAN 2024
... mortgage insurance at BTFG before taking on a newly created role as executive director to oversee insurance mergers and acquisitions and transformation programs. Croft assumes the role from Jenny Oliver, who takes on the position of executive for group ...

Adviser numbers stable at 15,650

KARREN VERGARA  |  MONDAY, 15 JAN 2024
... said in announcing the association's priorities in 2024. The advice sector was marked by several mergers and acquisitions during 2023. Insignia Financial handed over Millennium3 to ASX-listed WT Financial Group (WTL) with a total of 75 practices ...

MLC Life names general manager, remediation

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... Commission remediation programs which totalled about $800 million. He's also previously held senior roles in mergers and acquisitions with AXA, including the sale of AXA Asia Pacific to AMP and, before that, the integrations of ipac Securities, Challenger ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... strategy over the next three to five years. In most cases, the strategy involved a mix of organic growth and mergers and acquisitions. It cited the recent acquisition of Australian Unity's Financial Advice business by AZ NGA-backed Nestworth Financial ...

Robo-adviser reaches US$50bn milestone

KARREN VERGARA  |  MONDAY, 20 NOV 2023
... re-evaluate their risk profile and appetite for growth over profitability," KPMG Australia partner of mergers and acquisitions and head of fintech Daniel Teper said. "Looking ahead, it is reasonable to assume that a few of the above-mentioned negative ...
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