MERGERS AND ACQUISITIONS
Funds management
Equity Trustees to front industry referee to comment on trustee market future ...
Financial planning
Financial planning dealer group WB Financial will soon dissolve and fold into the Commonwealth Bank-owned Financial Wisdom. ...
Financial planning
Lonsec and Milliman announce joint venture to provide a service based on the needs of retirees....
Financial planning
Equity Trustees elevates contest with Perpetual for Trust into a fight ...
Accounting
Melbourne-based accounting firm McLean Delmo has signed on to Bentleys’ national network of independent firms. ...
Financial planning
The ACCC is conducting a public review into the proposed merger between Perpetual and The Trust Company....
Financial planning
The board of The Trust Company has continued to support Perpetual’s takeover offer for the group, denying Equity Trustees (EQT) the due diligence access it had requested ...
Financial planning
Equity Trustees claims revised offer better value than Perpetual bid....
Accounting
Accounting software provider MYOB has acquired the New Zealand-based BankLink in a move to bolster its cloud accounting capabilities. ...
Financial planning
The merger talks between financial services groups WHK and SFG have been ended. ...
Financial planning
Perpetual has made an offer to acquire The Trust Company, after Equity Trustees’ bid was deemed too low. ...
Financial planning
Former Australian Financial Services chief executive Peter Daly will step into the top job at the newly formed Beacon Financial Group following the pending merger of The ...
Financial planning
Following a long negotiation process, commercial law firms Rockwell Bates and Talbot Olivier have merged to become Rockwell Olivier....
Funds management
Australian Unity Investments (AUI) proposes a merger of its two property funds before one of them reaches termination in June 2014....
Financial planning
AllMyFunds Technology has acquired financial services technology provider InvestmentLink in a move to bolster its scaled advice offering....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...