In the last 12 months, there’s been a marked improvement in future planning among mature firms, according to Adviser Ratings, but younger firms have yet to follow suit....
With merger activity top of mind for many financial planning firms strained by costs and regulation, this paraplanning firm has shared some pros and cons to take on board...
If banks and super funds were to begin providing advice, this advice director expects it would “absolutely spark another round” of mergers and acquisitions. ...
AFA national president Sam Perera has announced he will not be joining the board of the newly-formed Financial Advice Association Australia. ...
Credit Suisse is set to be acquired by its local competitor amid ongoing fears over the bank's viability. ...
Diverger has added 160 self-licensed advice firms in the first half of 2022/23 as it targets achieving net revenue of $45 million in FY25....
AZ Next Generation Advisory has announced it has acquired a strategic stake in McLean Delmo Bentleys, a Melbourne-based accounting and advisory firm....
Iress may still be digesting its acquisition of OneVue but it has signalled that it has both the capital and the appetite for mergers and acquisitions. ...
A new analysis of merger and acquisition activity has pointed to higher activity levels on the part of superannuation funds....
Adelaide accounting and wealth advisory firm, Perks has announced the acquisition of life risk specialists, Simmons Moore....
Century Australia Investments and WAM Leaders have entered into an agreement under which WAM leaders will acquire 100 per cent of Century’s shares....
Charter Hall Group said it has reached an agreement to acquire Folkestone Limited for $205 million, with the deal to be funded by cash from available investment capacity....
ANZ Bank New Zealand has agreed to sell OnePath Life NZ for NZ$700 million to specialist insurance business Cigna Corporation....
New York-based investment firm Berkshire Capital has expanded its Sydney team with two senior appointments....
Centrepoint Alliance has acquired RFE Group to support the growth of professional advice firms....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...