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MERGER
Financial planning
Fiducian Financial Services has acquired People’s Choice Credit Union’s $1.1 billion financial planning business. ...
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...
Financial planning
Serendipity Wealth Advisors has joined Count Financial and its national advice community. ...
Superannuation
TWUSUPER is now pursuing other growth options after extensive due diligence that resulted in the decision not to merge with EISS Super....
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....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...