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ACQUISITION
People & Products
Instreet Investment has taken a majority in Acorns Grow Australia and foreshadowed a rebrand....
Financial planning
Eureka Whittaker Macnaught, licenced with Financial Wisdom, acquired Ken Mann’s financial planning practice on the NSW Central Coast....
Funds management
BMY Group has acquired $1.4 million stake in Wholesale Investor ahead of its planned APAC expansion....
Funds management
Northern Trust has completed its strategic acquisition of UBS Asset Management’s fund services units in Luxembourg and Switzerland....
Funds management
IOOF has completed the acquisition of National Australia Trustees Limited by its trustee business, AET, after entering into an agreement with NAB in June....
Life/Risk
AIA now has 25 per cent of the life insurance market share with an in-force risk annual premium of $3.9 billion thanks to its acquisition of CommInsure, according to DEX...
Financial planning
Infocus has acquired financial advice firm, Announcer, which will become the Sydney link in Infocus’ national salaried advice strategy....
Funds management
Nikko Asset Management has bought a minority stake in ARK Investments Management, a US-based investment firm....
Financial planning
Sydney-based financial advisory firm Fortuity Strategic Advisers would expand its business following its acquisition of Just Advice Financial Services....
Funds management
The directors of Clime have announced the acquisition of 100 per cent of CBG Asset Management....
Funds management
The Federal Court of Australia has approved the scheme for a software specialist to acquire all of Rubik’s shares....
People & Products
Fiducian Group has continued to implement its strategy with the acquisition of another financial planning practice....
People & Products
Willis Towers Watson is looking at new opportunities following the completion of its acquisition of the Russell Investments Australian actuarial business....
Funds management
DomaCom has completed its first transaction for Benwest Investment Services through managedaccounts.com.au....
Financial planning
Spring Financial Group (FG) has acquired specialist superannuation and retirement planner, Financial Choice....
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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...