MERGER

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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Financial planning

A merger of the Financial Planning Association and the Association of Financial Advisers rather than the creation of new financial planning body has emerged as the prefer...

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Financial planning

The Financial Planning Association’s announcement of job losses and an organisational restructure driven by declining adviser numbers has reawakened calls for a merger be...

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Financial planning

The Financial Planning Association’s restructure has reawakened talk of a merger with the Association of Financial Advisers. What do you believe should happen?...

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Superannuation

The Financial Services Council has welcomed the new legislation but is disappointed the laws also create unnecessary tax compliance burden on Australia’s managed funds....

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Financial planning

Two boutique dealer groups, Spark Financial Group and Aura Wealth Australia, have announced they have signed binding agreements to merge. ...

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Superannuation

The two funds will undertake a due diligence process to explore a merger that would allow access to a more diverse pool of investments and help lower fees....

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Superannuation

The creation of a mega-union based in Queensland has moved a step closer with QSuper and Sunsuper announcing they have entered exclusive due diligence ahead of a merger....

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Funds management

Franklin Templeton is to acquire Legg Mason in an all-cash deal for US$4.5 billion ($6.7 billion) to create a combined US $1.5 trillion asset manager....

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Funds management

Research and ratings house Zenith has expanded its reach into the superannuation sphere via the acquisition of Chant West....

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Financial planning

The two organisations representing planners operating under the AMP umbrella – the AMP Financial Planners Association and the Hillross Advisers Association have merged....

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Superannuation

Barely a week after distribution its superannuation heatmaps, the Australian Prudential Regulation Authority is arguing that larger superannuation funds are more sustaina...

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Life/Risk

Legislation surrounding the regulation of claims handling may have insurers and related parties look to fall under a single Australian Financial Services License to ease ...

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People & Products

The man who was once chief executive of Sunsuper, Don Luke, has now been appointed as chair of QSuper at the same time it is in merger discussion with Sunsuper....

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Superannuation

Senator Jane Hume has sought to dispel myths and excuses trustees have used to avoid merging....

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Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

2 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

3 hours ago
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 ...

3 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