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MERGERS AND ACQUISITIONS
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 ...
Financial planning
Financial planning dealer group WB Financial will soon dissolve and fold into the Commonwealth Bank-owned Financial Wisdom. ...
Financial planning
Lonsec and Milliman announce joint venture to provide a service based on the needs of retirees....
Financial planning
Equity Trustees elevates contest with Perpetual for Trust into a fight ...
Accounting
Melbourne-based accounting firm McLean Delmo has signed on to Bentleys’ national network of independent firms. ...
Financial planning
The ACCC is conducting a public review into the proposed merger between Perpetual and The Trust Company....
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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...