MERGER

Superannuation

The industry super funds have completed their merger, combining Hostplus’ 1.2 million members and $45 billion funds under management with Club Super’s 22,000 members and ...

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Life/Risk

Newly-merged MBS Insurance and Complete Risk Analysis see potential for growth in the life/risk space despite the challenges....

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Financial planning

AMP Limited has announced key senior leadership changes which have followed the decision to bring together its banking and Australian wealth management business units int...

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Financial planning

The firm looks to ensure all member firms fit into the “CountPlus family photograph”....

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Financial planning

Risk advice businesses MBS Insurance and Complete Risk Analysis have merged as they enter a ‘new era for professional advice’, creating one of the industry’s largest risk...

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Superannuation

Hospitality industry funds Hostplus and Club Super have announced merger discussions....

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People & Products

Over 90 per cent of members of both Regional Australia Bank and Holiday Coast Credit Union have voted in favour of merging....

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Superannuation

Amid market speculation that Catholic Super has found two funds with which to merge, its chief executive, David O’Sullivan, has reaffirmed the fund’s broad merger intenti...

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People & Products

Retail property group, Vicinity, has restructured its executive committee effective immediately....

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People & Products

Money Management owner FE has teamed up with fundinfo and the Luxembourg-based F2C, marking the completion of an investment by tech investor Hg....

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Funds management

Century Australia Investments and WAM Leaders have entered into an agreement under which WAM leaders will acquire 100 per cent of Century’s shares....

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Funds management

Folkestone has advised that Charter Hall has completed its acquisition, following the implementation of schemes of arrangement between Folkestone and its shareholders....

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Funds management

WAM Capital has announced that its takeover bid for the entire issued share capital of Wealth Defender Equities is now unconditional....

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Funds management

The Federal Court has approved the proposed scheme of arrangement under which Charter Hall Limited will acquire Folkestone....

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Financial planning

As part of a strategy to become a market leader in the high net worth client space, Macquarie said it would merge its private bank and private wealth businesses....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

JOHN GILLIES

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...

1 day 5 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

6 days ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 6 days 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 2 weeks ago