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MERGERS AND ACQUISITIONS
Financial planning
After announcing the $32.2 million acquisition of Lachlan Partners late last week, SFG Australia has revealed it is in merger talks with another wealth management firm, W...
Financial planning
Equity Trustees confirms its bid for Trust Company Limited had followed earlier failed discussions....
Financial planning
Three Plan B board members have now departed as IOOF's takeover offer progresses to the compulsory stage....
Editorial
AMP Limited reported a net profit of $383 million for the half year to 30 June 2012, up 11 per cent from the $346 million recorded in the first half of 2011, and added 12...
Financial planning
Rubik has appointed Wayne Wilson to head up COIN and flagged potential further acquisitions in the Australian market. ...
Financial planning
Rubik Financial has completed its acquisition of COIN Software from Macquarie's Banking and Financial Services Group....
Financial planning
Centrepoint Alliance has entered into a conditional agreement to sell its Singaporean financial advice business to Aviva Asia Holdings....
Financial planning
The push to create scale through superannuation fund mergers is anti-competitive says Club Plus chief executive Paul Cahill....
Financial planning
The Government has released exposure draft legislation on CGT relief for merging superannuation funds....
Editorial
Countplus has reported a consolidated net profit after tax of $6.93 million for the half year to 31 December, down 10.7 per cent on the prior corresponding period....
Financial planning
ANZ has purchased the OptiMix multi-manager business unit from UBS Global Asset Management, the bank has confirmed....
Financial planning
ANZ has purchased the OptiMix multi-manager business unit from UBS Global Asset Management, the bank has confirmed....
Financial planning
ipac securities-owned financial planning practice TFS Financial Planning, which has operated in Cairns since 1992, has acquired practices in Atherton and Townsville in no...
Financial planning
ipac securities-owned financial planning practice TFS Financial Planning, which has operated in Cairns since 1992, has acquired practices in Atherton and Townsville in no...
Financial planning
Fiducian Financial Services has acquired State Trustees' financial planning business for an undisclosed sum....
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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...