National Australia Bank has announced two of its New Zealand-based subsidiaries will combine with Jarden Wealth to create a new wealth management entity with 113 financial advisers.
Australian Retirement Trust has announced who its next chief executive will be following outgoing CEO Bernard Reilly’s resignation in September.
The proposed merger between Diverger and Count has reached the next stage of its proceedings ahead of an expected February completion date.
The Australian Taxation Office has provided updated rules on the tax deductibility of financial advice fees.
A former AMP Financial Planning adviser from Newcastle has been banned for five years after failing to manage conflicts of interest.
Sequoia has made a $2 million acquisition as it expands its product offering to deliver professional services to advisers.
Some 16 super RSEs are paying over $1 million to their board of trustees, according to latest APRA data.
Conversions from unlisted to active ETFs have accounted for half of the monthly ETF growth in November, driving an AUM of nearly $170 billion and marking a departure from previous monthly declines.
Christine Franks has been appointed to the SMSF Association’s board as its governance expert in replacement of a former board member.
With a move towards servicing high-net-worth investors who are seeking a professional network, accountants and financial planners are working closer than ever before and presenting possible merger opportunities.
