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Showing 1 - 10 of 628 results for "Mergers"

Australian Retirement Trust primed for growth: Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2024
... investment team's prowess, the design and application of the investment process, and the competitive advantage its history of mergers provides. Morningstar said chief investment officer Ian Patrick has built a strong, experienced investment team complemented ...

Brighter Super makes fee, death benefit changes

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2024
... instead of $1065. This marks the third time in three years that the fund has decreased admin fees. Since it completed the mergers of Energy Super and Suncorp Super, admin fees have dropped about 40%, it noted. "The reduction in administration fees represents ...

Mutual Trust merges with CMS Private Advisory

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2024
... see this trend increasing," Simmons said. "As we continue to grow, we are reinvesting in our local client services team. Mergers with likeminded firms such as Reynolds Advisory and CMS are helping to build broader and deeper team capabilities more quickly ...

Down but not out: Busting defined benefit myths

ANDREW MCKEAN  |  WEDNESDAY, 23 OCT 2024
... financial planning, she said. One key challenge is that, as the funds shrink over time-whether through payout obligations or mergers-the operational and administrative costs remain constant, putting pressure on sustainability. Consequently, many DB funds ...

New shareholder, governance services firm enters market

MATTHEW WAI  |  THURSDAY, 10 OCT 2024
... complex landscape of investor expectations and corporate governance, it said. Founded by Marc Stanghieri, the former head of mergers and acquisitions at Morrow Sodali, PGS Advisers plans to provide "focused, tailored, and expert advice" in proxy solicitation ...

Colonial First State hires PE head, farewells sales exec

ELIZABETH FRY  |  FRIDAY, 27 SEP 2024
... Port of Brisbane, Sydney Metro and WestConnex. She has over 13 years of combined experience in infrastructure investing, mergers and acquisitions and asset governance, including at AustralianSuper, where she led its investment into WestConnex 2 and managed ...

TelstraSuper picks Equip for merger partner

JAMIE WILLIAMSON  |  WEDNESDAY, 18 SEP 2024
... particularly telecommunications, entertainment, energy, mining, healthcare and education," it said. Equip Super is well versed in mergers, particularly with corporate offerings. In addition to Catholic Super, it's served as successor fund to the ...

Former industry fund chief in new role

ELIZABETH FRY  |  FRIDAY, 13 SEP 2024
... decades at the helm of Prime Super, Baird drove the asset owner's strategic direction to deliver growth via two fund mergers. The superannuation fund ranks in the top third of regulated superannuation funds for membership, cash flow and investment ...

Consultation begins on new merger notification thresholds

ANDREW MCKEAN  |  MONDAY, 2 SEP 2024
... productivity. Treasurer Jim Chalmers said in a joint statement said that they're designed to ensure the ACCC is informed of mergers most likely to be anti-competitive, while minimising the overall compliance burden on businesses. The new rules will trigger ...

SSGA takes 5% stake in Raiz

KARREN VERGARA  |  MONDAY, 26 AUG 2024
... share. Raiz said the money will be used to build out its artificial intelligence language model and for potential future mergers and acquisitions. It also wants to increase operational efficiency and reduce costs via automation and enter into white-label ...
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