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Showing 821 - 830 of 2383 results for "Merger"

Morningstar introduces new platform

KARREN VERGARA  |  FRIDAY, 15 JAN 2021
Morningstar has launched a new platform that helps advisers, traders and market analysts stay on top of market movements. Morningstar Market Monitoring provides real-time data, market insights and newsfeeds. The platform has 40 configurable web components ...

Praemium sees benefits of scale

ELIZA BAVIN  |  WEDNESDAY, 13 JAN 2021
... business, the scale benefits from the acquisition of Powerwrap are evident," chief executive Michael Ohanessian said. "Post-merger integration initiatives are driving efficiencies and improving reach to existing clients and prospects alike." Ohanessian ...

Tasplan says goodbye to lifecycle MySuper

KANIKA SOOD  |  MONDAY, 11 JAN 2021
... switch back to single strategy citing higher costs among the reasons. The $11.5 billion superannuation fund is set for a merger with the $12.6 billion MTAA Super on 1 April 2021. As a part of this, Tasplan will close its MySuper option called OnTrack ...

WTW appoints Australia segment head

KANIKA SOOD  |  WEDNESDAY, 6 JAN 2021
Willis Towers Watson has appointed a head for financial solutions for Australia and New Zealand, as it looks to expand its insurance products in the region. Lee Garvey will oversee the segment, which will develop products including credit and non-payment ...

QLD super funds advance merger

KARREN VERGARA  |  TUESDAY, 22 DEC 2020
LGIAsuper and Energy Super will proceed with a merger that is set to finalise as early as 1 July 2021. The board of the two Queensland-based superannuation funds have signed a binding heads of agreement following a two-and-a-half month due diligence ...

Advice firm merges with boutique

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... for her contribution to the board of the FPA, after the expiration of her term in November. APT Wealth Partners noted the merger demonstrates its commitment to growth and building a client-focused financial advice firm.

What you read in 2020

JAMIE WILLIAMSON  |  FRIDAY, 18 DEC 2020
... savings, data and privacy have never been at risk." 10. Merged First State Super reveals new brand (July 15) Following its merger with VicSuper, the $120 billion super fund revealed it would be known as Aware Super, with chief executive Deanne Stewart ...

FS team picks: The top stories for 2020

ELIZABETH MCARTHUR, KANIKA SOOD  |  THURSDAY, 17 DEC 2020
... Superannuation While 2020 is sure to be a year we all remember, for the super industry it was undoubtedly the year of the merger, fee reductions and premium increases. There's no denying the superannuation industry is a secretive one, and large swathes ...

Aussie, Lendi to merge

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 DEC 2020
... Aussie's owner, CBA, will hold 45% and continue to provide funding for the Aussie Select branded home loan product. "The merger is another important step in the almost 29-year evolution of Aussie as Australia's leading retail mortgage broker," Aussie ...

Godfrey Pembroke firm jumps ship

ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
A second advice practice has left the MLC Wealth dealer group ahead of the merger with IOOF. Venture Financial Advisers has joined Count Financial as a member firm, following Ascent Private Wealth's transition to CountPlus from Godfrey Pembroke in November. ...