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MERGERS AND ACQUISITIONS
Accounting
Melbourne-based accounting firm McLean Delmo has signed on to Bentleys’ national network of independent firms. ...
Financial planning
The ACCC is conducting a public review into the proposed merger between Perpetual and The Trust Company....
Financial planning
The board of The Trust Company has continued to support Perpetual’s takeover offer for the group, denying Equity Trustees (EQT) the due diligence access it had requested ...
Financial planning
Equity Trustees claims revised offer better value than Perpetual bid....
Accounting
Accounting software provider MYOB has acquired the New Zealand-based BankLink in a move to bolster its cloud accounting capabilities. ...
Financial planning
The merger talks between financial services groups WHK and SFG have been ended. ...
Financial planning
Perpetual has made an offer to acquire The Trust Company, after Equity Trustees’ bid was deemed too low. ...
Financial planning
Former Australian Financial Services chief executive Peter Daly will step into the top job at the newly formed Beacon Financial Group following the pending merger of The ...
Financial planning
Following a long negotiation process, commercial law firms Rockwell Bates and Talbot Olivier have merged to become Rockwell Olivier....
Funds management
Australian Unity Investments (AUI) proposes a merger of its two property funds before one of them reaches termination in June 2014....
Financial planning
AllMyFunds Technology has acquired financial services technology provider InvestmentLink in a move to bolster its scaled advice offering....
Accounting
Countplus looks to offer member principals another publicly-listed vehicle....
Financial planning
Count adds new firms to its network while delivering on platform fee reductions, a shorter SOA and new fee disclosure arrangements....
Financial planning
Take-over offer extended as Equity Trustees faces regulatory approval and low initial interest....
People & Products
Equity Trustees (EQT) has appointed George Boubouras as interim chief investment officer, pending the outcome of EQT’s take-over bid for The Trust Company....
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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...