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Showing 221 - 230 of 2953 results for "Merge"

Count acquires Adelaide advice firm

MATTHEW WAI  |  MONDAY, 7 APR 2025
... and financial planning firm has entered a binding transaction with Count subsidiary Count Adelaide. Johnston Grocke is to merge with Count Adelaide, in a deal to move forth Count's strategy of "creating a national footprint of large, scaled equity partnerships." ...

Platinum funds merger to go ahead

ELIZA BAVIN  |  MONDAY, 7 APR 2025
... rejected a non-binding indicative proposal from the PM Capital Global Opportunities Fund and will move forward with plans to merge with the Platinum Asia Fund Complex ETF (PAXX). PAI's independent board reviewed both merger opportunities and rejected ...

Super fund growth: The winners and losers

ANDREW MCKEAN  |  FRIDAY, 4 APR 2025
AustralianSuper has kept its position as the fastest growing super fund by net asset growth, adding $43 billion into its coffers in FY2024. Australian Retirement Trust (ART) followed closely, according to the Conexus Institute's State of Super 2025 ...

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 ...

Barings expands local wealth team

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
Barings, the US$421 billion global asset manager, has recruited a sales director to help support its growth into the local wealth market. John Nicoll joins a growing Australian Sales team with 90 private credit, real estate and structured finance staffers ...

Pendal's Blayney lands at HESTA

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
HESTA has made two new senior hires including a general manager of dynamic asset allocation and a general manager of information security. Former Pendal Group's head of multi-asset Michael Blayney will take on the former role with Nick Catherall ...

Qantas Super, ART merger official

KARREN VERGARA  |  MONDAY, 31 MAR 2025
... 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 in 1939 to provide retirement benefits to Qantas Group employees. ...

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
The peak body for financial advisers has hired a policy and advocacy manager. Financial Advice Association Australia has appointed David Barrett to the newly created role, effective 24 March 2025. Based in Sydney, Barrett reports to the general manager ...

Active Super PM opens asset consultant

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
Active Super senior portfolio manager Ken Pholsena has launched an asset consultancy to help wholesale clients fine-tune their investment strategies across multiple asset classes. Pholsena spent 16 years at Active Super and its predecessor the Local ...

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
Eureka Whittaker Macnaught (EWM) and Foster Raffan iPlan have merged to form a large, multi-disciplinary firm serving around 2500 clients. The merged firm is home to 44 employees, including 20 financial advisers, and operates in six locations across ...