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Showing 161 - 170 of 2378 results for "merger"

Nearly $9bn leaves Perpetual

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
Nearly $9 billion of investor money exited Perpetual in the March quarter, leaving its total assets under management (AUM) at $221.2 billion. The fund manager was hit hard by net outflows of $8.9 billion and negative currency movements of $0.9 billion ...

NGS Super to launch lifetime income product

MATTHEW WAI  |  TUESDAY, 15 APR 2025
... accounts invested in Active Super's Guaranteed Income offering after it was determined moving to Vision Super under the merger of the two funds would not be in their best interests. The collaboration comes as pre-retirees report feeling "more anxious" ...

Count acquires Adelaide advice firm

MATTHEW WAI  |  MONDAY, 7 APR 2025
... million in new revenue to Count's business and over half (60%) comes from financial advice services, Count said. Once the merger completes in May, Count Adelaide will carry forward the combined business approaching $10 million in revenues, up substantially ...

Platinum funds merger to go ahead

ELIZA BAVIN  |  MONDAY, 7 APR 2025
... move forward with plans to merge with the Platinum Asia Fund Complex ETF (PAXX). PAI's independent board reviewed both merger opportunities and rejected the PM Capital offer on the grounds that it was not superior to the Platinum proposal to merge PAI ...

Super fund growth: The winners and losers

ANDREW MCKEAN  |  FRIDAY, 4 APR 2025
... mergers, including Commonwealth Bank Super and Qantas Super. Equip Super and TelstraSuper, which are slated to complete their merger later this year, ranked as the next fastest growing super fund by net asset growth. They were followed by Aware Super ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
WT Financial Group (WTL) is consolidating three financial advice practices - Titan Financial Planning, Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The ...

Qantas Super, ART merger official

KARREN VERGARA  |  MONDAY, 31 MAR 2025
... ART is in the best financial interests of our members," Clancy said on LinkedIn. Qantas Super announced it was exploring merger options in September 2023, and that it had entered into an agreement to merge with ART in July 2024. "Qantas Super was founded ...

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... provided and engage further with our members to finalise our formal submission." The FAAA was created in 2023 following the merger of the Financial Planning Association and the Association of Financial Advisers. Today, it is the largest association representing ...

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
... Next Generation Advisory (AZ NGA). In 2024, EWM merged with Blue Harbour Financial Partners and Logiro, making the current merger the third transaction in the past 12 months - it will continue to seek growth and expansion in capacity and capability through ...

Mine Super and TWUSUPER merger official

KARREN VERGARA  |  FRIDAY, 21 MAR 2025
... the role of chief growth officer and Keith Wells-Jansz is now chief financial officer. Nair said in preparation for the merger, the fund "revitalised its executive team with a series of internal promotions and external appointments adding further strength ...