In this episode of ‘The WealthTech Insider,’ Danni and Pete dive deep into the most recent and impactful mergers and acquisitions reshaping the landscape of wealth management. Join us as we dissect the strategic acquisition of Diverger Limited by Count Limited, a move poised to redefine the integrated accounting and wealth services in Australia. We also explore the tripartite deal involving Fortnum Private Wealth, AZ NGA-owned Nestworth Financial Strategists, and Australian Unity, highlighting its potential to expand financial advice accessibility.

 

Our discussion doesn’t stop there. We take a closer look at Centrepoint Alliance’s acquisition of Financial Advice Matters Group, analysing how this move aligns with broader industry trends and growth strategies. Moreover, we delve into the merger of Elixir Consulting with Virtual Business Partners, particularly focusing on the anticipated impacts of AI in the financial planning sector.

EP 15: In the News: Unpacking the Latest Mergers & Acquisitions in Financial Services