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

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 23 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 21 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days ago