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MERGERS AND ACQUISITIONS
Funds management
West Australian financial services group Wealth Management Partners has taken a stake in Perth-based accountancy and consultancy firm Stantons International Services, whi...
Financial planning
Snowball chief executive Tony McDonald will depart the company on 4 October 2012 as part of the integration between Snowball and Shadforth, the company announced....
Life/Risk
Towers Watson has boosted its investment services for insurers and reinsurers with the acquisition of investment advisory firm WellsCanning....
Financial planning
IOOF's proposed takeover of DKN is due to go ahead today, after it received approval from the Supreme Court of Victoria....
Policy & Regulation
Independent dealer groups can still thrive in the post-Future of Financial Advice environment given the right structure, according to the Australian Financial Services (A...
Financial planning
Wealth manager IOOF's bid for DKN Financial Group has won approval from shareholders, allowing the deal to progress. ...
People & Products
ClearView has added five-adviser practice Lambert Investments to its network....
Financial planning
The takeover of ING Investment Management (INGIM) Australia by UBS Global Asset Management will come into effect on 4 October, and will see a number of the INGIM staff lo...
Superannuation
The superannuation industry has posted an overall rate of return of -0.9 per cent for the June 2011 quarter, following three successive quarters of positive returns, acco...
Financial planning
The proposed merger of Asset Super and Care Super has come about in part to help reduce the regulatory burden of the Stronger Super regime, according to Asset Super chief...
Financial planning
The single most important factor to consider for financial planning practices looking at merging with, or acquiring, another business is demonstrating reliable future cas...
Financial planning
ANZ has announced plans to implement an online merger and acquisition facility where financial planners can anonymously advertise that there is a practice for sale, while...
Financial planning
Following a successful merger between Snowball Group and Shadforth Financial earlier this year, the combined group has posted a net profit after tax of $25.4 million for ...
Financial planning
The Rock Building Society Limited and MyState Limited have announced they intend to merge by way of a scheme of arrangement with Rock shareholders....
Financial planning
Count Financial has announced a record net profit after tax (NPAT) for the 2011 financial year of $51.56 million - more than double the previous year....
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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...