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MERGER
Financial planning
A merger between the FPA and AFA would be a “fundamental shift” for the financial advice industry, according to FPA chair David Sharpe, as voting opens for members....
Financial planning
Ahead of the vote to determine a merger between Australia’s leading financial advice bodies, the FPA and AFA have shared the possible name of the combined organisation....
Financial planning
Phil Anderson, CEO of the AFA, has revealed more details about the proposed merger with FPA, including the proposed completion date if the vote passes. ...
Financial planning
A merger between the FPA and AFA would give the industry a stronger voice to Government and consumers, according to FPA chair David Sharpe....
Financial planning
The FPA and AFA have entered the second round of member consultation on the proposed merger. ...
Funds management
Only half of the cost synergies proposed by the Pendal/Perpetual acquisition are likely to be achieved, according to Morningstar, but combined FUM could reach $283 billio...
Financial planning
The FPA and AFA will consult with their members on what a potential merged organisation should be called and has confirmed there will be no increase in membership fees....
Financial planning
Adviser Ratings has found more than 80% of advisers back the merger of the FPA and the AFA as most prefer to hold only one association membership....
People & Products
Association of Financial Advisers members will have the opportunity to share their views on the proposed merger with Financial Planning Association of Australia in a seri...
Financial planning
Centrepoint Alliance has issued a response to the takeover bid by Diverger but believes the offer fails to fairly reflect the firm’s strategic value....
Financial planning
Diverger has submitted an indicative proposal to acquire Centrepoint Alliance....
Superannuation
The merger between BT Super and Mercer will help advance Mercer on its mission to be the best superannuation fund in the market while members could see more than 25% fee ...
Funds management
The resolution to approve the scheme of arrangement under which HUB24 will acquire all shares in Class has been approved by Class shareholders....
Financial planning
Fiducian Financial Services has acquired People’s Choice Credit Union’s $1.1 billion financial planning business. ...
Funds management
While acknowledging the strategic benefits of a $785 million merger with Netwealth, Praemium believes the current proposal undervalues its business and is not in the best...
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MARKET INSIGHTS
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...