consolidation

Funds management

Looking beyond ‘plugging the gaps’ with M&A

Asset managers may be urged to diversify their product ranges, but investment executives have warned any M&A deal should avoid simply filling gaps and instead consider lo...

Policy & Regulation

Addressing the risks of financial crime in M&A activity

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...

Financial planning

Industry challenged by falling advisers but growing demand

There will be a problem in the next five years as falling adviser numbers coincide with more households seeking advice, according to Easton Investments. ...

Superannuation

High expectations for super consolidation in 2021

Almost three-quarters of fund professionals expect to see consolidation of the superannuation industry this year in a bid to reduce costs, according to Calastone....

Policy & Regulation

Opportunity and consolidation predicted in 2019

Major consultancy EY has predicted both challenges and opportunities in the financial services industry in 2019 with all sectors facing greater regulatory scrutiny and fu...

Superannuation

Just 25 to 30 major super funds predicted to remain

Australia could be left with as few as 25 or 30 major superannuation funds in the next decade as changes roll through the industry, not least those resulting from the Roy...

Superannuation

Industry funds announce cost-saving consolidation scheme

Industry super funds are working together to make consolidating multiple accounts easier for members, announcing a new initiative that should save eligible members an ave...

Superannuation

Member outcomes centre in 2018 super regulatory landscape

QMV principal consultant, legal and risk, Jonathan Steffanoni has called fund consolidation, regulatory scrutiny and data trends as the biggest industry issues for supera...

Superannuation

Lawyers warn on auto-consolidation and insurance within super

Auto-consolidation of multiple superannuation accounts can have significant unintended consequences including denying fund members access to crucial insurance cover, acc...