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Showing 11 - 20 of 314 results for "Merit"

Natixis, Generali call off $3.2tn joint venture talks

RIDDHIMA TALWANI  |  TUESDAY, 16 DEC 2025
Natixis Investment Managers and Generali Investment Holdings (GIH) have decided to call off their plans for a joint venture, citing conditions not ripe to reach a final agreement. Natixis' owner BPCE and GIH's parent company Generali said they ...

Private and public markets almost interchangeable: Expert

MATTHEW WAI  |  FRIDAY, 5 SEP 2025
Private credit has traditionally been seen as an alternative during volatile events impacting listed investments, but that is changing, an expert says. Speaking at the JANA Annual Conference 2025, Shirley Luo, portfolio manager and director of opportunistic ...

InterPrac hit with $22m in AFCA complaints

KARREN VERGARA  |  FRIDAY, 8 AUG 2025
Sequoia Financial Group's InterPrac Financial Planning is facing $22 million worth of complaints lodged with the Australian Financial Complaints Authority (AFCA) for its advisers' role in the collapse of the Shield Master Fund and First Guardian ...

Employee shareholders officially file lawsuit against FNZ

KARREN VERGARA  |  THURSDAY, 31 JUL 2025
... lawsuit, a spokesperson for FNZ said: "FNZ notes the claim filed in New Zealand and considers it to be entirely without merit. We are confident that our directors have at all times acted in the best interests of the company, its clients, employees and ...

Private debt leads fixed income returns: Research

ELIZA BAVIN  |  WEDNESDAY, 23 JUL 2025
The Morningstar Fixed Income Sector Wrap found the fixed income sector has seen a robust 12 months across the board. Morningstar's qualitative research assessments currently cover 79 fixed-income strategies available to Australian investors. "It was ...

King's honours list recognises excellence in super, finance

KARREN VERGARA  |  TUESDAY, 10 JUN 2025
... non-executive director at Macquarie Group. Receiving the Companion of the Order of Australia (AC) in recognition of achievement and merit of the highest degree in service to Australia or to humanity at large is Jennifer Westacott, who is currently chair ...

Up to two million Aussies could face super tax: FSC

MATTHEW WAI  |  FRIDAY, 6 JUN 2025
... to consult on measures that could unfairly target the future generation. "The superannuation industry recognises there is merit to ensuring the superannuation system remains fair and fiscally sustainable, however the government's current approach risks ...

Inside Colonial First State's fund manager selection overhaul

ANDREW MCKEAN  |  FRIDAY, 16 MAY 2025
... perspective of keeping a manager, one that's willing to weed out those who don't fit their approach and philosophy has merit, he added. He also said corporate change is always a big issue. "You almost know that with a new chief investment officer ...

Adviser numbers jump in March quarter: Rainmaker

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... Planning, Synchron Advice and RI Advice. On the other hand, AMP Financial Planning, which is now part of Entireti's Akumin, Merit Wealth and Madison Financial Group had the biggest falls in adviser numbers. They each lost 53, 48 and 28 advisers respectively. ...

Beware creep of cancel culture into super fund governance: Lawyer

ANDREW MCKEAN  |  FRIDAY, 7 MAR 2025
... interests of their fund with the sword of Damocles hanging over their heads," Barrett said. Nevertheless, Barrett sees some merit in the proposals, which he believes will be welcomed by directors in superannuation, insurance, and banks. For him, the ...