07/20/2015

IOOF set to merge two licences

A number of well-known financial planning groups will relinquish their licences, with advisers set to move across to other groups

07/20/2015

UTI rolls out Indian equity fund

UTI International Singapore said the fund is designed to mirror the firm’s best performing equity strategy by focusing on industries with stable and secular growth prospects, high revenue and profit growth.

07/17/2015

AZ NGA acquires $180m CBA advice firm

AZ Next Generation Advisory has acquired a 51% stake in Lifestyle Financial Planning Services, which was licensed through Commonwealth Bank dealer group Financial Wisdom.

07/15/2015

Boutiques offer M&A without the price tag

Two-partner firm Talbot Sayer claims to have “struck a niche” by advising on lower-end M&A, private equity transactions and IPOs at a competitive price.