MERGERS AND ACQUISITIONS

Funds management

CBA will sell its office property fund to Australian manager and Canadian pension fund....

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Superannuation

AMP has added 1,200 accounts to its self-managed superannuation fund (SMSF) business after acquiring Supercorp’s SMSF administration business YourSMSF. ...

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Funds management

Tyndall AM links with UK-based Ignis AM in Australian strategic alliance....

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Life/Risk

TAL has acquired the remainder of online insurance comparator Lifebroker after holding a small stake in the company for three years. ...

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Financial planning

Australasian Wealth Investments (AWI) has entered into a heads of agreement to buy an online business that provides financial services and products to self-directed inves...

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Financial planning

AFSL service providers My Dealer Services and Libertas Solutions have partnered to launch a build-your-own-dealer-group type service into the market....

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Financial planning

Perpetual has received the final regulatory approval required to proceed with its acquisition of The Trust Company, with the New Zealand Overseas Investment Office granti...

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Financial planning

Federal Treasurer Joe Hockey gives approval for Trust acquisition by Perpetual....

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Financial planning

Private equity firm takes full control of soon-to-be-unlisted software provider...

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Financial planning

Perpetual-Trust merger to create largest trust services provider in the Australian market....

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Funds management

Merger and acquisition (M&A) activity is tipped to rise in 2013, with 10 per cent of fund managers planning to acquire another business in the next five years, a report s...

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Financial planning

Trust suitor claims it offers the best long-term value but questions claims about post-merger savings....

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Superannuation

Link Group has acquired technology vendor Syncsoft....

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Financial planning

Trust continues to recommend Perpetual offer and ends talks with Equity Trustees....

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Financial planning

Former ACCC chairman Graeme Samuel says the issues which prompted the Commission to reject NAB’s bid for AXA Asia-Pacific have changed little....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 12 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 13 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago