MERGER

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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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 ...

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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...

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Financial planning

Planning and accounting practices will merge to better serve their clients, according to Australian Wealth Solutions....

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Funds management

Toronto-based investment firm, Brenton Hill Capital’s team is set to join Neuberger Berman, bringing on board their quantitative investment capabilities....

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People & Products

Australian risk tolerance specialist firm, FinaMetrica has merged with Canadian firm, PlanPlus cementing a decade-long collaboration....

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Superannuation

Kinetic Super and Sunsuper have confirmed their merger and the merged entity will have more than $45 billion in funds under management....

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Funds management

Link Group in major UK acquisition which will see it take control of Capita Asset Management in a transaction valued at nearly $1.5 billion....

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Superannuation

Equip and Rio Tinto Staff Superannuation Fund are set to merge on 1 July and will be led by Nicholas Vamvakas as CEO....

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Funds management

Merger with Pengana Capital to create Pengana Capital Group has been approved by HHL shareholders....

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Funds management

The unitholders of Centuria Urban REIT (CUA) have been recommended to vote in favour of the CUA and Centuria Metropolitan REIT (CMA) merger proposal....

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Funds management

Hunter Hall’s directors are unanimously recommending its shareholders vote in favour of the proposed merger with Pengana at the general meeting....

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Funds management

Henderson’s shareholders have approved the merger with Janus Capital Group at the extraordinary general meeting....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago