MERGERS

Superannuation

Money Management explores four key superannuation fund mergers expected to finalise this year, including two mergers with Australian Retirement Trust. ...

People & Products

PSK Private Wealth has acquired Perth advice business Sage Financial Group as it expands its national footprint....

Superannuation

With mergers and consolidation activity at a record high for Australia’s superannuation industry, Money Management rounds up the merger talk so far in the first half of 2...

Funds management

Driven by the desire to access new segments, build market share, and diversify product offerings, there is a resurgence in M&A and partnerships among asset managers, acco...

Policy & Regulation

As M&A activity continues to re-shape the wealth and superannuation landscape, experts have highlighted key regulatory questions for firms to keep in mind when completing...

image
Superannuation

Five of the 13 funds that failed the performance test are in merger talks and the prudential regulator is looking at ways to simplify the merger process. ...

image
Superannuation

Investment has to be front and centre in these merger discussions whether to establish if it’s the best outcome for members – rather than fees – according to Frontier....

image
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....

image
Superannuation

As the Government grapples with the superannuation industry having too much control over capital, its push for super mergers is having the unintended consequence of furth...

image
Outsider

The superannuation industry is going through a period of consolidation via mergers and Outsider believes he can use some real-life experience to help the process....

image
Financial planning

There are quality assets for sale in the financial advice space, according to AZ Next Generation Advisory, and competition is set to increase until the educational standa...

image
Funds management

Only 1% of Australian high-performing funds have outperformed their benchmarks for five consecutive years, according to S&P Dow Jones....

image
Superannuation

With five significant superannuation fund mergers already on foot and eight others known to be in the early stages, the Australian superannuation industry faces further c...

image
Superannuation

Too many superannuation fund trustees have been looking for excuses not to merge rather than getting on with the process in the best interests of their members, according...

image
Superannuation

A new analysis of merger and acquisition activity has pointed to higher activity levels on the part of superannuation funds....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

2 weeks 3 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

3 weeks 5 days ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

2 weeks 1 day ago