MERGERS AND ACQUISITIONS

Financial planning

Rubik Financial has completed its acquisition of COIN Software from Macquarie's Banking and Financial Services Group....

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Financial planning

Centrepoint Alliance has entered into a conditional agreement to sell its Singaporean financial advice business to Aviva Asia Holdings....

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Financial planning

The push to create scale through superannuation fund mergers is anti-competitive says Club Plus chief executive Paul Cahill....

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Financial planning

The Government has released exposure draft legislation on CGT relief for merging superannuation funds....

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Editorial

Countplus has reported a consolidated net profit after tax of $6.93 million for the half year to 31 December, down 10.7 per cent on the prior corresponding period....

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Financial planning

ANZ has purchased the OptiMix multi-manager business unit from UBS Global Asset Management, the bank has confirmed....

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Financial planning

ANZ has purchased the OptiMix multi-manager business unit from UBS Global Asset Management, the bank has confirmed....

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Financial planning

ipac securities-owned financial planning practice TFS Financial Planning, which has operated in Cairns since 1992, has acquired practices in Atherton and Townsville in no...

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Financial planning

ipac securities-owned financial planning practice TFS Financial Planning, which has operated in Cairns since 1992, has acquired practices in Atherton and Townsville in no...

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Financial planning

Fiducian Financial Services has acquired State Trustees' financial planning business for an undisclosed sum....

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Financial planning

Fiducian Financial Services has acquired State Trustees' financial planning business for an undisclosed sum....

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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....

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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....

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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....

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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....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 2 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 1 day ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 2 days ago