MERGERS AND ACQUISITIONS

Financial planning

Listed technology provider posts modest half-year profit....

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Financial planning

RE/MAX Australia has launched a finance arm in partnership with mortgage aggregator Vow Financial to offer a full suite of financial services to homebuyers....

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Financial planning

Law firm ILH Group has announced it will expand into the wealth management space by acquiring a financial planning business....

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Financial planning

The ACCC has raised concerns that Perpetual's proposed acquisition of The Trust Company would entrench its position in a number of market areas and is seeking further in...

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Financial planning

Independent report confirms cost savings in take-over, with Trust to further examine the Equity Trustees offer details....

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Financial planning

The NSW Court of Appeal has rejected a bid by three of Perennial’s directors to extract a multi-million dollar loss of control payment from IOOF. ...

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Financial planning

The directors of Bravura Solutions have accepted an offer from Ironbridge Capital to purchase all the remaining stock of Bravura at a premium of 0.28 cents per share and ...

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Financial planning

Bravura has received an offer from Ironbridge Capital to purchase 100 per cent of its shares and options. ...

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Financial planning

Guardian Advice has entered into an equity partnership with Capital Managers as the dealer group launches its new practice equity model. ...

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Financial planning

Equity Trustees has increased its offer for The Trust Company, dropping its requirement for due diligence access and instead relying on Perpetual’s figures about potentia...

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Financial planning

Final purchase price dependent on future earnings of scaled advice platform...

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Financial planning

BT Select has confirmed its continued growth but acknowledges careful due diligence on the AFS practices it recruited. ...

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Funds management

Equity Trustees to front industry referee to comment on trustee market future ...

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Financial planning

Financial planning dealer group WB Financial will soon dissolve and fold into the Commonwealth Bank-owned Financial Wisdom. ...

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Financial planning

Lonsec and Milliman announce joint venture to provide a service based on the needs of retirees....

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MARKET INSIGHTS

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

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 17 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 8 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago