MERGERS AND ACQUISITIONS

Financial planning

SINCE its merger with St George Bank in 1997, and in particular over the past year, Advance Asset Management has battled to receive market attention of its own....

Financial planning

Three months after the Financial Services Reform Act was passed, ASIC is still pushing its licensing message to the financial services industry to get organised and get c...

Financial planning

Bridgeport executive director Robert MC Brown is frustrated when Bridgeport is described as a dealer group as he says that view ignores the essence of the group and where...

Financial planning

Investec has made a further push into southern hemisphere financial services with the acquisition of a business in Australia and planned acquisition of a firm in South Af...

Financial planning

The financial planning industry has become one of Australia’s most sought after industries for employment, according to the latest Morgan & Banks job index....

Financial planning

The financial planning industry has become one of Australia’s most sought after industries for employment, according to the latest Morgan & Banks job index....

Financial planning

Mergers and acquisitions, an increase in claims and more generous definitions of Total and Permanent Disability (TPD) have reduced the number of group life products on of...

Financial planning

You walk past the fishtank, mulling over the meetings and intrigue. After pacing for a while, you seat yourself on a gigantic cushion and lean back. Maybe even close your...

Financial planning

Stephen Van Eyk was rather surprised to find himself inundated with job applications after comments on the company’s expansion were published in Money Management last yea...

Financial planning

Amidst all the talk of mergers and acquisitions in the life insurance industry, it’s easy to lose sight of the strength and size of the industry in Australia. ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

4 days 11 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 3 days ago
moneymanagement logo