mergers and acquisitions

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

Iress to acquire UK counterpart for $360 million

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

Financial planning

RE/MAX partners with Vow Financial

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 acquires financial advice business

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

Financial planning

ACCC flags competition concerns in Perpetual-Trust merger

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

Trust holds to Perpetual offer but will examine Equity Trustee numbers

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

Financial planning

Perennial trio lose 'loss of control’ bid

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

Bravura to sell to Ironbridge Capital

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 receives takeover proposal from Ironbridge

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

Financial planning

Guardian Advice launches practice equity model

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 revises Trust offer for second time

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...