MERGER

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...

Financial planning

OneVue is in trading halt on the Australian Securities Exchange and so is Sequoia as attention focuses on the future ownership of financial planning dealer group, Madison...

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...

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...

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?...

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....

Financial planning

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

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....

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....

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....

Funds management

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

Financial planning

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

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 day 23 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 2 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 5 days ago