MERGERS AND ACQUISITIONS
Financial planning
Count adds new firms to its network while delivering on platform fee reductions, a shorter SOA and new fee disclosure arrangements....
Financial planning
Take-over offer extended as Equity Trustees faces regulatory approval and low initial interest....
People & Products
Equity Trustees (EQT) has appointed George Boubouras as interim chief investment officer, pending the outcome of EQT’s take-over bid for The Trust Company....
Funds management
Henderson executes on Australian strategy by taking 90 West AM stake....
Editorial
Take-over target, Trust Company, has booked a solid profit and points to promising outlook. ...
People & Products
Elana Rubin has stepped down from her role as TAL director, effective immediately....
Financial planning
Former CEO of Colonial First State Brian Bissaker will head up the newly acquired Virgin Money Australia, BOQ has announced....
Financial planning
More than a dozen AFS practices have left the dealer group, with eight migrating to ANZ with others understood to have gone to BT and InFocus....
Financial planning
Ratings house van Eyk has completed the purchase of NZ-based Perpetual Asset Management and Perpetual Portfolio Management, the sale of which was first announced in Janua...
Financial planning
MyState in the market for new CFO following departure of Paul Viney....
Financial planning
Powerwrap has acquired financial services firm MWH Capital in an effort to tap into the growing personal investment and broker markets....
Funds management
Hamilton Securities is continuing its push to contest the sale of sandalwood plantations currently managed by Elders....
Financial planning
Equity Trustees writes to Trust Company shareholders claiming the company’s private client business has been underperforming....
Funds management
Hamilton Securities pitches to gain grower support for control of WA Sandalwood Scheme....
Financial planning
The last six months have seen the emergence of a new crop of buyers with in-house products, according to financial planning practice broker Stephen Prendeville....
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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...