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Showing 351 - 360 of 6229 results for "MER"

Top ART executives depart in reshuffle

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
Australia Retirement Trust has appointed new heads for its equities, fixed-income, private debt and capital markets businesses following a revamp of its investment team. The superannuation giant's plan to simplify the investment process has seen ...

PM Capital hits back at Platinum after offer rejected

ELIZA BAVIN  |  TUESDAY, 8 APR 2025
The PM Capital Global Opportunities Fund (PGF) has hit back after Platinum Asia Investments (PAI) rejected its non-binding indicative proposal, deciding instead to move forward with plans to merge with the Platinum Asia Fund Complex ETF (PAXX). PGF ...

Super for housing would benefit 4% of homebuyers: ASFA

MATTHEW WAI  |  TUESDAY, 8 APR 2025
New estimates from the Association of Superannuation Funds of Australia (ASFA) show less than 5% of eligible first homebuyers would actually benefit from an early access scheme. For years now, the Coalition has pushed its 'super for housing' policy ...

Which fund managers are making the most from investor fees?

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
Data analysis reveals the Australian fund managers that generated the most fees last year. The rankings were derived from an analysis of Morningstar's database of fund managers, with annual fee revenue determined by a fund's size multiplied by the Total ...

Lakehouse Capital lists first fund on ASX

ANDREW MCKEAN  |  MONDAY, 7 APR 2025
Boutique investment manager Lakehouse Capital, which manages $600 million, has listed its Global Growth Fund on the ASX today, its first publicly traded offering. Lakehouse Capital co-founder and chief investment officer Donny Buchanan said that listing ...

Count acquires Adelaide advice firm

MATTHEW WAI  |  MONDAY, 7 APR 2025
A Fullerton-based accounting 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 ...

Platinum funds merger to go ahead

ELIZA BAVIN  |  MONDAY, 7 APR 2025
Platinum Asia Investments (PAI) has 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 ...

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 ...