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Showing 461 - 470 of 2365 results for "merger"

Top 10 issues for super funds in 2023: KPMG

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... recovery and exit planning, require funds to have a plan in place for transferring members and exiting the market in case of a merger or failure of performance test. Super funds will be focusing on strategies to attract and retain members, including ...

Future looking bright for advice: Survey

CHLOE WALKER  |  TUESDAY, 17 JAN 2023
A new study from Dimensional Fund Advisors suggests the local advice industry is turning the corner, with high-performing firms in Australia and New Zealand reporting higher average revenue growth. Now in its 10th year, Dimensional's study looked at ...

SWFs shrink for first time ever: Report

CASSANDRA BALDINI  |  MONDAY, 16 JAN 2023
... Guinea, and the Philippines," it said. "We shall also see more of the superannuation consolidation down under, with the merger of Hostplus and Maritime Super scheduled for September." The report further explained investment activity will be more fluid ...

Fin365 undertakes strategic mergers

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
Software provider Fin365 is enhancing its capabilities by merging with two other financial services companies, appointing a head of technology services in the process. Fin365 will merge with Optimised Financial Planning Solutions (OFPS) and SMSF Paraplanners ...

AvSuper provides merger update, drops admin fees

JAMIE WILLIAMSON  |  TUESDAY, 10 JAN 2023
AvSuper confirmed its potential merger with Commonwealth Super Corporation is progressing, while also significantly reducing administration fees for members. Following an Expressions of Interest process, AvSuper signed a Memorandum of Understanding ...

Perpetual promotes Anthony Aboud

ELIZABETH FRY  |  WEDNESDAY, 21 DEC 2022
... Australian Equities funds and mandates." Pezzullo replaces Paul Skamvougeras, who planned to depart the fund after the merger with Pendal. Skamvougeras arrived at Perpetual in 2007 and was appointed deputy head of equities six years ago. Before joining ...

What you read in 2022

CASSANDRA BALDINI  |  FRIDAY, 16 DEC 2022
... Mercer's wider investment menu and will be able to retain their existing insurance arrangements. 5. ACSRF, UniSuper confirm merger Earlier in the year, Australian Catholic Superannuation and Retirement Fund and UniSuper signed a Heads of Agreement ...

Mine Super and TWUSUPER explore merger

ANDREW MCKEAN  |  FRIDAY, 16 DEC 2022
... due diligence to determine the best outcome for all members and mining and transport operators arising from a prospective merger." It's anticipated that the due diligence process may take several months. "During this period both funds remain committed ...

FPA, AFA merger talks continue

CASSANDRA BALDINI  |  WEDNESDAY, 14 DEC 2022
The proposed merger between the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) has entered into the second round of member consultation. Recently, members have been invited to complete a survey to help ...

Apollo increases Challenger stake

ANDREW MCKEAN  |  WEDNESDAY, 14 DEC 2022
... by Athene and Apollo, the completion of this trade resulted in an 18% ownership. Notably, in January, Apollo completed a merger with Athene. As a result of the merger, the combined entity Apollo Global Management, led by chief executive Marc Rowan has ...