MERGER
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....
Financial planning
Diverger has submitted an indicative proposal to acquire Centrepoint Alliance....
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 ...
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....
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...
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