Practice Growth
M&A insights for Australian financial advice practices, covering buying, merging, valuing, and selling advice businesses.
Consolidation continues as WT buys Synchron
The financial advisory market is set to have a new leader when measured by financial adviser headcount, with WT Financial Group’s decision to acquire...
Legal practice popular with advisers acquired
Dwindling financial adviser numbers have dropped below the 20,000 mark, hitting a five-year low. And although it’s been a difficult few year for some...
Pinnacle acquires Winston Capital Partners
Pinnacle Investment Management (Pinnacle) a multi-affiliate investment management firm with over $89 billion in assets under management has acquired Winston...
Freehold and Alceon merging businesses, positioned for growth
Alceon Group, led by respected industry veteran Trevor Loewensohn, announced this week that it is formally combining its business with Freehold Investment...
Yarra Capital acquires Nikko AM's Australian operation
This week Yarra Capital announced the acquisition of Nikko Asset Management’s Australian business, named Nikko AM, in a deal that will see the combined...
Aussies leave NZ advice sector
There was a time, not so long ago, when AMP and the Australian banks dominated the New Zealand wealth management and advice sector. With Westpac confirming...
Managing complexity - A buy enters the Citadel (ASX:CGL)
Pacific Equity Partners is looking to acquire 100% of the Citadel Group (ASX: CGL) in a transaction worth $503 million. PEP is planning to provide...