MERGERS AND ACQUISITIONS

Financial planning

Paragem has sold its dealer services business, Paragem Dealer Services, to privately owned platform provider netwealth following an approach by the firm....

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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...

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Financial planning

Macquarie Financial Services Group remains on the lookout for acquisitions and partnerships....

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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. ...

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People & Products

AMP Financial Services has revealed the final shape of executive structure after blending both AMP and AXA personnel....

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Financial planning

Matrix Financial Planning is seeking expressions of interest to sell 100 per cent of the business to an external investor....

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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Standard & Poor's has withdrawn the ratings on two ING Investment Management (INGIM) share funds following the termination of the funds, effective 6 October 2011....

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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....

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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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Policy & Regulation

Independent dealer groups can still thrive in the post-Future of Financial Advice environment given the right structure, according to the Australian Financial Services (A...

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Financial planning

Wealth manager IOOF's bid for DKN Financial Group has won approval from shareholders, allowing the deal to progress. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 days 11 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

5 days 14 hours ago