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MERGERS AND ACQUISITIONS
People & Products
FMD Financial has announced its successful merger with FMD Group member Reynolds Williams and Associates and the appointment of former Perpetual Private Wealth executive ...
Financial planning
Van Eyk has acquired financial services consulting firm the Encore Group for an undisclosed sum....
Life/Risk
Suncorp has purchased AMP's General Insurance Distribution (AMP GID), securing the business for Suncorp for the long term, the two groups announced today....
Financial planning
The current round of reforms attempt to manage conflicts of interest in the industry, but they won't be eliminated unless there is a structural separation of product and ...
Financial planning
MLC has recruited from AXA again, adding three more members to its retirement solutions team....
Policy & Regulation
Non-aligned dealer group Capstone has welcomed a post-Future of Financial Advice (FOFA) world and has announced the recruitment of eight new financial planning practices....
Financial planning
The Supreme Court of New South Wales has approved the Commonwealth Bank's acquisition of Count Financial....
Financial planning
Count shareholders vote overwhelmingly for acquisition by Commonwealth Bank....
Financial planning
Bendigo Wealth has recently made its first financial planning practice acquisition with Melbourne-based boutique AIM Financial Services joining the bank....
Financial planning
Perth-based practice rmg financial services has increased its funds under advice to $660 million with the acquisition of Piersbridge Consultants....
Financial planning
The Commonwealth Bank is free to pursue an acquisition of Count Financial after being given the green light by the ACCC....
Financial planning
Challenger has announced the appointment of Brian Benari as chief executive officer designate....
Financial planning
Former DKN CEO Phil Butterworth made the decision to join a new business unit at BT Financial Group, regardless of whether fellow DKN and Lonsdale executives would also m...
Financial planning
Paragem has sold its dealer services business, Paragem Dealer Services, to privately owned platform provider netwealth following an approach by the firm....
Financial planning
Advertised financial planning industry job vacancies have fallen over the last three months to 31 October 2011 due to regulatory change and institutional mergers, accordi...
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MARKET INSIGHTS
Podcast
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...