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MERGER
Financial planning
AZ Next Generation Advisory has announced the acquisition of RI Newcastle and Lower Hunter in the New South Wales Hunter Region....
Financial planning
The merger with BR Wellington is the company’s sixth merger since 2019 as the firm looks to enhance its service offering to both Melbourne clients and mid-market clients....
Financial planning
Centrepoint’s acquisition of Clearview’s advice business will create a new combined entity that will be one of the largest financial planning groups in the country in ter...
Funds management
The potential merger of BHP and Woodside’s oil and gas divisions would create Australia’s largest energy manager but a focus on fossil fuels is out of touch with global E...
Superannuation
AustralianSuper and Club Plus Super are in talks to merge after a ‘rigorous process’ of due diligence, creating a $207 billion fund. ...
Funds management
Centuria Capital Group is to merge with Primewest, creating a real estate fund manager with combined $15.5 billion in assets under management. ...
Financial planning
Ord Minnett, which exited IOOF in 2019, has announced it has entered into an agreement to acquire 100% of wealth management firm E.L&C. Baillieu ...
People & Products
MTAA Super chief executive Leeanne Turner will lead the combined fund and Dr Ross Barry has been appointed as its chief investment officer....
Superannuation
Non-Government Schools Super and Australian Catholic Super have initiated a merger process that would see the creation of the largest super fund in the non-Government sch...
Funds management
The single merged trust, the Magellan Global Fund, will list on the Australian Securities Exchange and will have $15 billion in funds under management. ...
Financial planning
PSK’s growth strategy looks to partner with firms to help advisers support clients during the current challenging environment....
People & Products
Euroz and Hartleys have announced they have entered into a binding bid implementation agreement under which Euroz has made an off-market takeover offer to acquire 100% of...
Superannuation
Media and entertainment superannuation fund, Media Super, is to merge with big building industry fund, Cbus is a bid to gain scale. ...
Funds management
There are five funds which could be set to benefit from the acquisition of OneVue by Iress after the financial technology firm announced a capital raising and a scheme of...
Financial planning
Financial planners may not be totally happy with the Financial Planning Association and the Association of Financial Advisers but they aren’t keen on setting up a new bod...
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Podcast
Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...