Coastal Advisory Australia has acquired two Brisbane-based advice firms, Capital Focused and True Journey Financial Planning, solidifying its foothold in Queensland. Founded in 2001 and based in ...
Merlon Capital Partners has been awarded an Australian equities mandate from industry fund Prime Super. The industry fund will utilise Merlon’s Concentrated Australian Share strategy, which focuses on ...
Its first three mandates come from ek Private Advisory, Capella Advisory, and United Advisory. ek is a private client advisory firm, Capella is a multi-practice licensee, and United Advisory is an ...
As the advice industry reaches an inflection point in M&A and consolidation in its search for scale, research suggests that using the old ‘growth for growth’s sake’ strategy will only increase ...
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