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MERGERS
Financial planning
With an advice M&A deal taking around six months to enact, two experts have shared their tips on how buyers and sellers can avoid “deal fatigue” and prevent potential dea...
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...
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. ...
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....
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....
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...
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....
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...
Funds management
Only 1% of Australian high-performing funds have outperformed their benchmarks for five consecutive years, according to S&P Dow Jones....
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...
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...
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