MERGERS AND ACQUISITIONS

Financial planning

La Trobe Financial to manage trust after GFC setback causes closure....

Financial planning

Genesys Wealth Advisers has expanded it adviser numbers by 26 since May, adding four new practices to boost its adviser numbers to nearly 200. ...

Financial planning

Listed technology provider posts modest half-year profit....

Financial planning

RE/MAX Australia has launched a finance arm in partnership with mortgage aggregator Vow Financial to offer a full suite of financial services to homebuyers....

Financial planning

Law firm ILH Group has announced it will expand into the wealth management space by acquiring a financial planning business....

Financial planning

The ACCC has raised concerns that Perpetual's proposed acquisition of The Trust Company would entrench its position in a number of market areas and is seeking further in...

Financial planning

Independent report confirms cost savings in take-over, with Trust to further examine the Equity Trustees offer details....

Financial planning

The NSW Court of Appeal has rejected a bid by three of Perennial’s directors to extract a multi-million dollar loss of control payment from IOOF. ...

Financial planning

The directors of Bravura Solutions have accepted an offer from Ironbridge Capital to purchase all the remaining stock of Bravura at a premium of 0.28 cents per share and ...

Financial planning

Bravura has received an offer from Ironbridge Capital to purchase 100 per cent of its shares and options. ...

Financial planning

Guardian Advice has entered into an equity partnership with Capital Managers as the dealer group launches its new practice equity model. ...

Financial planning

Equity Trustees has increased its offer for The Trust Company, dropping its requirement for due diligence access and instead relying on Perpetual’s figures about potentia...

Financial planning

Final purchase price dependent on future earnings of scaled advice platform...

Financial planning

BT Select has confirmed its continued growth but acknowledges careful due diligence on the AFS practices it recruited. ...

Funds management

Equity Trustees to front industry referee to comment on trustee market future ...

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MARKET INSIGHTS

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

1 month 1 week ago

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

2 months 1 week ago

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

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 5 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 4 days ago
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