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Mergers and Acquisitions

M&A

16 June 2015 • By • 1 min read

OneVue teams up with Fat Prophets

Platform provider OneVue has continued its expansion into the retail market, signing a deal with financial services company Fat Prophets to deliver a ...

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CPA Advice flooded with enquiries

Accounting body CPA Australia has received around 600 expressions of interest from members seeking to join its new financial planning business

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Morningstar relocates NZ operations to Sydney

Research house Morningstar has confirmed it is moving its New Zealand sales and client relationship management and local stock research operations ...

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Iress to acquire content provider Innergi

Xplan owner Iress is set to acquire content and communications provider Innergi.  From August, Innergi content will be integrated into Xplan for ...

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CFS sells stake in Acadian AM Australia

Boston-based Acadian Asset Management has agreed to purchase Colonial First State's 50 per cent stake in Acadian Asset Management Australia

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BT recruits former Genesys firms

A number of Genesys Wealth Advisers member firms have joined BT Select, with more than 20 financial advisers leaving the AMP network despite lucrative ...

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AMP 'not concerned' about advice network

The departure of financial planning firms from AMP's advice network following the closure of its Genesys dealer group is not keeping chief executive ...

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Sentry completes WealthSure acquisition

Western Australia-based Sentry Group has acquired WealthSure Financial Services, creating an entity with 300 advisers nationwide and $5 billion in ...

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Exchange consolidation ‘inevitable’: ASX

ASX chief executive Elmer Funke Kupper says merger and acquisition activity among global securities exchanges will escalate, as the Australian bourse ...

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Genesys firm leaves AMP

One of the largest member firms of soon-to-be-defunct AMP-aligned Genesys Wealth Advisers has established a new non-aligned dealer group

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