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MERGERS AND ACQUISITIONS
Financial planning
Fiducian Financial Services has acquired State Trustees' financial planning business for an undisclosed sum....
Financial planning
Fiducian Financial Services has acquired State Trustees' financial planning business for an undisclosed sum....
Financial planning
Members of Big Sky Credit Union will soon cast their vote on the proposed merger with Lifeplan Australia Building Society, a wholly-owned subsidiary of Australian Unity....
Financial planning
Members of Big Sky Credit Union will soon cast their vote on the proposed merger with Lifeplan Australia Building Society, a wholly-owned subsidiary of Australian Unity....
Financial planning
Premium Wealth Management has acquired Sydney-based financial planning practice Pearman Financial Management, bringing the number of firms in the Premium network to 21....
Financial planning
Premium Wealth Management has acquired Sydney-based financial planning practice Pearman Financial Management, bringing the number of firms in the Premium network to 21....
Financial planning
The need to project the image of professionalism in the industry will present a continuing challenge for financial planners in the future, according to a white paper rele...
Financial planning
The AMP General Insurance Distribution business recently acquired by Suncorp will remain as a standalone subsidiary, allowing it to operate at arm's length and better acc...
Financial planning
The AMP General Insurance Distribution business recently acquired by Suncorp will remain as a standalone subsidiary, allowing it to operate at arm's length and better acc...
Financial planning
Bendigo and Adelaide Bank will acquire the local subsidiary of Bank of Cyprus, Bank of Cyprus Australia, for around $140 million....
Financial planning
Australian Financial Services (AFS) will not be looking at a change of ownership or a move towards public listing in the near future, according to AFS managing director P...
Financial planning
Financial advisers looking to sell books of lower value clients due to Future of Financial Advice changes should first look at other options such as reducing the cost of ...
Financial planning
The merger between The Rock Building Society (Rock) and MyState Limited has now been implemented, with all shares in Rock transferred to MyState and the appointment of ne...
Financial planning
Japanese bank takes minority interest in AMP Capital Holdings in AMP Capital Investors Japanese distribution alliance....
Financial planning
Industry consolidation, particularly involving large dealer groups, has the potential to shift large volumes of funds under management from current investment platforms i...
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Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...