MERGER

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. ...

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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....

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Financial planning

The FPA and AFA have entered the second round of member consultation on the proposed merger. ...

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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...

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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....

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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....

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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...

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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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Financial planning

Diverger has submitted an indicative proposal to acquire Centrepoint Alliance....

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Superannuation

The merger between BT Super and Mercer will help advance Mercer on its mission to be the best superannuation fund in the market while members could see more than 25% fee ...

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Funds management

The resolution to approve the scheme of arrangement under which HUB24 will acquire all shares in Class has been approved by Class shareholders....

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Financial planning

Fiducian Financial Services has acquired People’s Choice Credit Union’s $1.1 billion financial planning business. ...

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Funds management

While acknowledging the strategic benefits of a $785 million merger with Netwealth, Praemium believes the current proposal undervalues its business and is not in the best...

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Financial planning

Serendipity Wealth Advisors has joined Count Financial and its national advice community. ...

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Superannuation

TWUSUPER is now pursuing other growth options after extensive due diligence that resulted in the decision not to merge with EISS Super....

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PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

1 hour ago
Anon

Would love if ASIC provided results to the individuals who sat the exam first... still waiting... ...

2 hours ago
Avenue 17

I apologise, but, in my opinion, you are not right. I am assured. Let's discuss it. Write to me in PM, we will communica...

18 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago