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Mergers and Acquisitions

M&A

17 August 2016 • By Adrian Flores • 1 min read

MetLife wins CareSuper insurance contract

CareSuper has announced it will move to MetLife at the beginning of next year when its existing contract with CommInsure expires. CareSuper said it ...

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Prime Financial ups stake in planning firm

Prime Financial Group will secure its largest stake in any one company when it invests further in Melbourne-based accounting and advice firm MPR Group

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Yellow Brick Road shifts to franchise model

Wealth management firm Yellow Brick Road is to move to a franchise model as it focuses on increasing its financial planner numbers. In an ...

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Wilson HTM rebrands to 'Wilsons'

Financial services provider Wilson HTM has undergone a significant rebrand and changed its name to Wilsons, following an organisational restructure

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Planning practice valuations reach 8-year high

Offers to buy financial planning practices have been pushed to eight-year highs, according to business broker Radar Results. In a statement, ...

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NAB undergoes leadership reorganisation

NAB has announced a reshuffle both of its organisational and its leadership structures, with some executives leaving and parts of the business ...

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Fidante boutique raises $300m for alternatives fund

Resonance Asset Management, a Fidante-aligned boutique management firm, has raised US$300 million for a new alternatives fund. The new fund, ...

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Keybridge Capital sells Aurora Funds Management

Boutique firm Aurora Funds Management will have its second owner in less than two years following its sale to Seventh Orion, set for this Thursday 30 ...

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AZ NGA hits $3.1bn in AUM

Italian-backed AZ Next Generation Advisory (AZ NGA) has acquired a NAB-licensed financial planning firm, taking the company's assets under management ...

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Deloitte acquires asset management consultant

Financial services consultancy Deloitte has bolstered its asset management division with the acquisition of a global strategy specialist

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