MERGER
Financial planning
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 ...
People & Products
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 ...
Funds management
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...
Financial planning
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...
Financial planning
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...
Financial planning
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....
Financial planning
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....
Financial planning
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. ...
Financial planning
A merger between the FPA and AFA would give the industry a stronger voice to Government and consumers, according to FPA chair David Sharpe....
Financial planning
The FPA and AFA have entered the second round of member consultation on the proposed merger. ...
Funds management
Only half of the cost synergies proposed by the Pendal/Perpetual acquisition are likely to be achieved, according to Morningstar, but combined FUM could reach $283 billio...
Financial planning
The FPA and AFA will consult with their members on what a potential merged organisation should be called and has confirmed there will be no increase in membership fees....
Financial planning
Adviser Ratings has found more than 80% of advisers back the merger of the FPA and the AFA as most prefer to hold only one association membership....
People & Products
Association of Financial Advisers members will have the opportunity to share their views on the proposed merger with Financial Planning Association of Australia in a seri...
Financial planning
Centrepoint Alliance has issued a response to the takeover bid by Diverger but believes the offer fails to fairly reflect the firm’s strategic value....
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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...