M&A
Superannuation
The merger between BT Super and Mercer will help advance Mercer on its mission to be the best superannuation fund in the market while members could see more than 25% fee ...
Funds management
Pendal has rejected a bid from Perpetual as it believes it is not in members’ best interest and significantly undervalues the company....
Funds management
Record high M&A activity, share buybacks and special dividends in 2021 helped to increase demand for IPOS as cash was returned to investors and then redeployed....
Financial planning
Average deal size in the first quarter of FY22 has risen from $42 million a year ago to $150 million, according to HLB Mann Judd, with the largest deal belonging to a fin...
Funds management
Investment firm Carlyle Group has offered to buy all Link Group shares at $5.38 per share in a conditional proposal....
Editorial
Financial services associations will all have a new look in 2022 but is there a need for so many different ones?...
Superannuation
TWUSUPER is now pursuing other growth options after extensive due diligence that resulted in the decision not to merge with EISS Super....
People & Products
The acquisition of the specialist debt business would include a fixed income digital platform as Perpetual expands its digital presence. ...
Funds management
The fund is making a takeover bid for PM Capital Asian Opportunities fund, an offer which is “clearly superior” to an existing proposed scheme of arrangement with a rival...
Funds management
A booming mergers and acquisitions situation and record-low interest rates are the two biggest factors driving the equities market, according to Airlie Funds Management....
Financial planning
It is “not a bad time” to sell a financial advice business as there are potential acquirers on the lookout for opportunities, according to HLB Mann Judd....
Funds management
Acquisitions helped Macquarie Asset Management grow its assets under management by 22% but base fees and performance fees were both down during FY21....
Financial planning
Centrepoint’s acquisition of Clearview’s advice business will create a new combined entity that will be one of the largest financial planning groups in the country in ter...
Financial planning
Sequoia will continue to acquire mid-tier licensee service businesses to provide services to 1,000 advisers by 2025....
Funds management
While several companies are potential merger and acquisition targets, much of this is ‘opportunistic’ targeting of businesses impacted by COVID-19 so investors would be u...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...