MERGERS AND ACQUISITIONS
Financial planning
Challenger has announced the appointment of Brian Benari as chief executive officer designate....
Financial planning
Former DKN CEO Phil Butterworth made the decision to join a new business unit at BT Financial Group, regardless of whether fellow DKN and Lonsdale executives would also m...
Financial planning
Paragem has sold its dealer services business, Paragem Dealer Services, to privately owned platform provider netwealth following an approach by the firm....
Financial planning
Advertised financial planning industry job vacancies have fallen over the last three months to 31 October 2011 due to regulatory change and institutional mergers, accordi...
Financial planning
Macquarie Financial Services Group remains on the lookout for acquisitions and partnerships....
Financial planning
Matrix Planning Solutions has added a new member firm to its network and outlined plans to add a further 10 in the next couple of years. ...
People & Products
AMP Financial Services has revealed the final shape of executive structure after blending both AMP and AXA personnel....
Financial planning
Matrix Financial Planning is seeking expressions of interest to sell 100 per cent of the business to an external investor....
Financial planning
DKN Financial Group was officially removed from public listing yesterday and five non-executive board members resigned from the group....
Financial planning
Despite the popular belief that companies with a high dividend payout ratio must sacrifice growth, the historical data demonstrates there is no trade-off between dividend...
Financial planning
Standard & Poor's has withdrawn the ratings on two ING Investment Management (INGIM) share funds following the termination of the funds, effective 6 October 2011....
Funds management
West Australian financial services group Wealth Management Partners has taken a stake in Perth-based accountancy and consultancy firm Stantons International Services, whi...
Financial planning
Snowball chief executive Tony McDonald will depart the company on 4 October 2012 as part of the integration between Snowball and Shadforth, the company announced....
Life/Risk
Towers Watson has boosted its investment services for insurers and reinsurers with the acquisition of investment advisory firm WellsCanning....
Financial planning
IOOF's proposed takeover of DKN is due to go ahead today, after it received approval from the Supreme Court of Victoria....
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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...