MERGER
Financial planning
The firm looks to ensure all member firms fit into the “CountPlus family photograph”....
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...
Superannuation
Hospitality industry funds Hostplus and Club Super have announced merger discussions....
People & Products
Over 90 per cent of members of both Regional Australia Bank and Holiday Coast Credit Union have voted in favour of merging....
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...
People & Products
Retail property group, Vicinity, has restructured its executive committee effective immediately....
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....
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....
Funds management
Folkestone has advised that Charter Hall has completed its acquisition, following the implementation of schemes of arrangement between Folkestone and its shareholders....
Funds management
WAM Capital has announced that its takeover bid for the entire issued share capital of Wealth Defender Equities is now unconditional....
Funds management
The Federal Court has approved the proposed scheme of arrangement under which Charter Hall Limited will acquire Folkestone....
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....
Financial planning
A merger between two NSW accounting and planning practices represents confirmation of the CountPlus “owner-driver” model which takes the firm away from holding a 100 per ...
People & Products
The global mid-market accounting and advisory services network has announced that two local firms will merge to form Moore Stephens Queensland and Northern New South Wale...
Financial planning
Planning and accounting practices will merge to better serve their clients, according to Australian Wealth Solutions....
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