ACQUISITION
Financial planning
Sequoia Financial Group has announced the acquisition of national licensee Libertas Financial Planning....
People & Products
Clearstream, the post-trade services provider of Deutsche Boerse, has acquired Ausmaq from National Australia Bank following regulatory approval....
Features
Mike Taylor writes that new research conducted by Money Management has confirmed general acceptance of the convergence of accounting and advice but only on the right term...
People & Products
Financial planning firm Eureka Whittaker Macnaught has acquired Parramatta-based financial adviser Warren McHattan....
Funds management
The board of Pacific Energy has announced it will unanimously recommend its shareholders vote in favour of the scheme under which QIC’s subsidiary will acquire the firm f...
Funds management
Australian Unity Investment Real Estate has decided to engage further with the consortium of an entity associated with Abacus Property Group and Charter Hall Group wantin...
Funds management
Charter Hall Group has announced it has formed a partnership to acquire 100 per cent of the freehold interest in the global headquarters of Telstra in Melbourne for $830 ...
Funds management
Clime Capital Limited has announced it has made an offer to acquire all the remaining shares in CBG Capital Limited and that the independent directors have advised they i...
Funds management
Fiducian Group has announced it has acquired MyState’s retail financial planning business in Tasmania for $3.5 million....
Life/Risk
Zurich has flagged growing its business on the back of completing its acquisition of ANZ’s OnePath life insurance business....
People & Products
IRESS has announced the acquisition of QuantHouse, an international provider of market data and trading infrastructure....
Funds management
Ellerston Capital has announced it has acquired a controlling stake in MEC’s manager, Morphic Asset Management....
Funds management
Centuria Capital Group has bought a 63 per cent stake in healthcare property fund manager, Heathley, for $24.4 million....
Financial planning
Fiducian Financial Services has added six new franchisees to its financial planning network, including a significant Wollongong planning business....
People & Products
Aberdeen Standard Investments has expanded its Asia Pacific real estate capability with the acquisition of Orion Partners. ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...