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Showing 451 - 460 of 2368 results for "merger"

AZ NGA buys stake in Melbourne advice firm

CHLOE WALKER  |  MONDAY, 6 FEB 2023
AZ Next Generation Advisory (AZ NGA) has expanded its Victorian footprint, partnering with accounting and advice firm McLean Delmo Bentleys. McLean Delmo Bentleys employs approximately 90 staff across wealth management, accounting, and auditing. As ...

Former association leads push for merger

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2023
... Association of Financial Advisers and the Financial Planning Association of Australia have unanimously recommended the merger go ahead. In the coming days, members of the associations will soon receive documentation to formally vote on the proposed merger ...

Grow Inc partners with data services firm

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2023
... it's a unique time for the superannuation sector. "I can't think of a fund that I engage with that is not involved in a merger, considering one, doing a technical re-platforming project or again, considering one. There is a massive amount of data migration ...

AFA, FPA plan joint roadshow

CHLOE WALKER  |  WEDNESDAY, 1 FEB 2023
Irrespective of the outcome of the upcoming merger vote, the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) will host a combined roadshow event across the country this year. The Combined Association ...

Fintech predictions for 2023: Finura

CASSANDRA BALDINI  |  TUESDAY, 31 JAN 2023
... race" for growth between HUB24, Netwealth and Macquarie. "We will still believe Praemium is likely to be involved in a merger and acquisition (M&A) transaction at some stage in 2023, despite the lukewarm response to Netwealth's offer last year," Finura ...

Brighter Super welcomes chief people officer

ELIZABETH FRY  |  MONDAY, 30 JAN 2023
... fund's chief people officer. The $30 billion industry fund for workers in the energy and local government was created by the merger of LGIAsuper and Energy Super, and the acquisition of Suncorp's superannuation business, SPSL. Kelsall joins from ...

Regal reports FUM loss

CHLOE WALKER  |  FRIDAY, 27 JAN 2023
... of $22.7 million for the six months to June 30 2022 on a pro forma normalised basis when adjusted for the impact of the merger between Regal Funds and VGI Partners in June last year.

FPA, AFA merger consultation to close

CHLOE WALKER  |  FRIDAY, 27 JAN 2023
The member consultation period on a proposed merger between the Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) is due to close on January 31, with members encouraged to provide their feedback before then. ...

MLC Life Insurance welcomes new non-executive director

CASSANDRA BALDINI  |  FRIDAY, 27 JAN 2023
MLC Life Insurance has appointed David Stephen as an independent non-executive director on its MLC Limited board. Stephen will also serve as chair of the board risk committee, replacing Andy Cornish who after seven years is retiring. With over 35 years ...

Perpetual, Pendal finalise merger

CASSANDRA BALDINI  |  MONDAY, 23 JAN 2023
... clients, by client revenue. Despite this, last week Perpetual reported it took a $1.2 billion hit in December ahead of the merger.