Diverger managing director, Nathan Jacobsen, is expected to depart once the firm merges with Count next month....
With a move towards servicing high-net-worth investors who are seeking a professional network, accountants and financial planners are working closer than ever before and ...
The government has announced it is taking steps to amend the transfer balance cap to prevent super fund members from being adversely impacted when funds merge....
Speaking to Money Management, AZ Next Generation Advisory’s chief executive Paul Barrett has outlined the firm’s plans to quadruple its size to become Australia’s leading...
Diverger shareholder DMX Asset Management has described its proposed merger with Count as a “farcical” transaction, saying the offer price does not reflect the fair value...
The financial group has announced the acquisition of a Melbourne-based planning firm servicing Millennials, less than a year since acquiring Affinia-licensed Master Your ...
Two national financial services businesses are set to merge this month to create a $64 billion diversified firm with more than 500 staff, striving to become ‘Australia’s ...
Challenger has completed the sale of its Australian real estate business to Elanor Investors Group for $38 million, a reduction of $4 million, as the two firms form a str...
Almost half of the Association of Financial Advisers’ board and leadership team have opted to leave as the organisation transitions to the Financial Advice Association of...
With over 95% of both FPA and AFA members voting in favour, the proposed merger of the entities into the Financial Advice Association of Australia (FAA) has been confirme...
A merger between the FPA and AFA would be a “fundamental shift” for the financial advice industry, according to FPA chair David Sharpe, as voting opens for members....
Ahead of the vote to determine a merger between Australia’s leading financial advice bodies, the FPA and AFA have shared the possible name of the combined organisation....
Phil Anderson, CEO of the AFA, has revealed more details about the proposed merger with FPA, including the proposed completion date if the vote passes. ...
A merger between the FPA and AFA would give the industry a stronger voice to Government and consumers, according to FPA chair David Sharpe....
The FPA and AFA have entered the second round of member consultation on the proposed merger. ...
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...