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MERGERS AND ACQUISITIONS
People & Products
Macquarie Banking and Financial Services Group has appointed former Foxtel chief marketing officer Paul Heath as head of group marketing....
Financial planning
Snowball Group has announced that it has reached an acceptance rate of 61 per cent from Shadforth Financial Group Holdings shareholders for its offer to take over the com...
Financial planning
Australian Unity and Big Sky Credit Union have announced they will explore and evaluate a potential merger....
Financial planning
The directors of Shadforth Financial Group Holdings have led by example and accepted the takeover offer by Snowball Group for all of their shares....
Financial planning
IOOF has submitted a proposal to acquire all the shares in DKN it does not already own, via its wholly owned subsidiaries....
Financial planning
Two South Australian superannuation funds, Statewide Super and Local Super, have confirmed they are having detailed discussions about a merger....
Financial planning
No new licensee arrangements have been discussed following the AMP/AXA merger, according to AMP Financial Services managing director Craig Meller....
Financial planning
The Australian Securities and Investments Commission (ASIC) has reminded superannuation trustees of changes to disclosure requirements regarding fund mergers....
Financial planning
AMP chief executive Craig Dunn has outlined how his company will approach the merger with AXA Asia Pacific, stating adviser retention and customer satisfaction will be tw...
People & Products
The Trust Company has made a number of key appointments following its acquisition of The New Zealand Guardian Trust Company....
Financial planning
IOOF Holdings has acquired a minority stake in boutique financial advice firm Patron Financial Advice....
Financial planning
The Australian Securities Exchange (ASX) has suspended the trading of shares in Tower Australia Group now that the scheme of arrangement between Tower and its shareholder...
Financial planning
Perth-based wealth management group Plan B has expanded its presence in the eastern states with the acquisition of a 33 per cent stake in Queensland-based dealer group My...
People & Products
Former CBA national head of financial planning, Ian Anderson, has moved to Guardian Financial Planning, where he has been appointed business acquisition manager....
Financial planning
Tower shareholders have voted overwhelmingly in favour of a takeover by Japanese insurer Dai-Ichi Life....
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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...