MERGERS AND ACQUISITIONS

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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Financial planning

Equity Trustees elevates contest with Perpetual for Trust into a fight ...

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Accounting

Melbourne-based accounting firm McLean Delmo has signed on to Bentleys’ national network of independent firms. ...

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Financial planning

The ACCC is conducting a public review into the proposed merger between Perpetual and The Trust Company....

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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 ...

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Financial planning

Equity Trustees claims revised offer better value than Perpetual bid....

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Accounting

Accounting software provider MYOB has acquired the New Zealand-based BankLink in a move to bolster its cloud accounting capabilities. ...

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Financial planning

The merger talks between financial services groups WHK and SFG have been ended. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago