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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
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...