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MERGERS AND ACQUISITIONS
Financial planning
Former Australian Financial Services chief executive Peter Daly will step into the top job at the newly formed Beacon Financial Group following the pending merger of The ...
Financial planning
Following a long negotiation process, commercial law firms Rockwell Bates and Talbot Olivier have merged to become Rockwell Olivier....
Funds management
Australian Unity Investments (AUI) proposes a merger of its two property funds before one of them reaches termination in June 2014....
Financial planning
AllMyFunds Technology has acquired financial services technology provider InvestmentLink in a move to bolster its scaled advice offering....
Accounting
Countplus looks to offer member principals another publicly-listed vehicle....
Financial planning
Count adds new firms to its network while delivering on platform fee reductions, a shorter SOA and new fee disclosure arrangements....
Financial planning
Take-over offer extended as Equity Trustees faces regulatory approval and low initial interest....
People & Products
Equity Trustees (EQT) has appointed George Boubouras as interim chief investment officer, pending the outcome of EQT’s take-over bid for The Trust Company....
Funds management
Henderson executes on Australian strategy by taking 90 West AM stake....
Editorial
Take-over target, Trust Company, has booked a solid profit and points to promising outlook. ...
People & Products
Elana Rubin has stepped down from her role as TAL director, effective immediately....
Financial planning
Former CEO of Colonial First State Brian Bissaker will head up the newly acquired Virgin Money Australia, BOQ has announced....
Financial planning
More than a dozen AFS practices have left the dealer group, with eight migrating to ANZ with others understood to have gone to BT and InFocus....
Financial planning
Ratings house van Eyk has completed the purchase of NZ-based Perpetual Asset Management and Perpetual Portfolio Management, the sale of which was first announced in Janua...
Financial planning
MyState in the market for new CFO following departure of Paul Viney....
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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...