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MERGERS AND ACQUISITIONS
People & Products
ClearView has added five-adviser practice Lambert Investments to its network....
Financial planning
The takeover of ING Investment Management (INGIM) Australia by UBS Global Asset Management will come into effect on 4 October, and will see a number of the INGIM staff lo...
Superannuation
The superannuation industry has posted an overall rate of return of -0.9 per cent for the June 2011 quarter, following three successive quarters of positive returns, acco...
Financial planning
The proposed merger of Asset Super and Care Super has come about in part to help reduce the regulatory burden of the Stronger Super regime, according to Asset Super chief...
Financial planning
The single most important factor to consider for financial planning practices looking at merging with, or acquiring, another business is demonstrating reliable future cas...
Financial planning
ANZ has announced plans to implement an online merger and acquisition facility where financial planners can anonymously advertise that there is a practice for sale, while...
Financial planning
Following a successful merger between Snowball Group and Shadforth Financial earlier this year, the combined group has posted a net profit after tax of $25.4 million for ...
Financial planning
The Rock Building Society Limited and MyState Limited have announced they intend to merge by way of a scheme of arrangement with Rock shareholders....
Financial planning
Count Financial has announced a record net profit after tax (NPAT) for the 2011 financial year of $51.56 million - more than double the previous year....
Financial planning
ipac south australia has acquired Intervest Holdings, a practice with seven planners and $230 million FUA....
Financial planning
National Australia Bank's (NAB's) direct asset management business, nabInvest, has taken a non-controlling interest in Peridiem Global Investors LLC (Peridiem), a Los Ang...
Financial planning
IOOF will aim to retain most DKN staff if a takeover goes ahead, although there may be some redundancies, the group has stated....
Financial planning
Investment group Santapau Limited has acquired the mortgage service and messaging businesses of software company Pisces Group for an undisclosed sum....
People & Products
Professional Investment Services selects former Marsh executive as its new CEO....
Financial planning
Recent industry upheaval has resulted in plenty of small and medium sized dealer groups looking for a quiet exit through a sale to an institution, according to Equity Tru...
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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...