POWERED BY MOMENTUM MEDIA
MERGERS AND ACQUISITIONS
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....
Accounting
Countplus looks to offer member principals another publicly-listed vehicle....
Financial planning
Count adds new firms to its network while delivering on platform fee reductions, a shorter SOA and new fee disclosure arrangements....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...