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Showing 1 - 10 of 314 results for "Merit"

EQT AB lifts Perpetual bid to $22.50 a share

KARREN VERGARA  |  MONDAY, 27 JUL 2026
EQT AB has again upped its takeover bid for Perpetual, raising the offer price to $22.50. The private equity firm put in a revised offer price yesterday, which represents a 2% increase on the previous $22.07-per-share proposal announced in mid-July ...

FEATURE | Platforms | The investment supermarket

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
Grab a shopping cart and enter the investment supermarket. The shelves are stacked - an Aussie large-cap fund here, an ETF there, a fixed-income fund somewhere near the back, past the alternatives nobody quite understands. There is an estimated $1 trillion ...

Family businesses turn to external chief executives: Deloitte

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
... "We are working on clearer guidelines for progression, so that any family member who joins knows advancement is based on merit, supported by oversight from our independent directors," Crookes said. "The board now includes two external members who bring ...

Traditional investing principles unsuitable in decumulation: Research

KARREN VERGARA  |  MONDAY, 13 JUL 2026
New research from Milford Asset Management challenges widely accepted investment principles, arguing retirement portfolios require a fundamentally different approach from those built during the accumulation phase. The paper, When Timing Becomes the ...

ASX to focus on pattern of problematic behaviour in listed entities

RIDDHIMA TALWANI  |  FRIDAY, 26 JUN 2026
ASX has told listed companies it intends to focus on repeated conduct to ramp up a company's share price through inappropriate use of the market announcements platform. In its Listed Entity Supervision Report 2026, ASX noted over the last 18 to 24 months ...

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
... of advisers was -35 for the week. The drop was driven mostly with the closure of Count's restricted advice service, Merit Wealth, which operated under Count's Australian financial services licence (AFSL). As a result, Count no longer has restricted ...

We don't always vote in complainants' favour: AFCA

MATTHEW WAI  |  MONDAY, 1 JUN 2026
The Australian Financial Complaints Authority (AFCA) addressed a crowd of financial advisers at the MDS Self Licensing Summit 2026, busting the myth the ombudsman is always targeting them. Speaking at a discussion panel at last Thursday, AFCA senior ...

Feature: Private credit | The fine print

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... lends to - it all comes down to the risk versus the reward the fund is willing to take, with each deal assessed on its own merit. Lockhart agrees. He notes what tends to happen is investors get seduced by headline return targets that can be similar to ...

AFCA membership extended for Shield, First Guardian-linked firms

KARREN VERGARA  |  WEDNESDAY, 4 MAR 2026
The Australian Financial Complaints Authority (AFCA) has suspended expelling members in liquidation linked to the collapse of the Shield Master Fund and First Guardian Master Fund. This means United Global Capital (UGC) and Next Generation Advice, which ...

Life insurer sanctioned for invalid access to customer information

MATTHEW WAI  |  TUESDAY, 3 MAR 2026
The Life Insurance Code Compliance Committee (Life CCC) has sanctioned a life insurer for collecting customers' medical information without valid medical authority for four years. According to the committee, the unnamed insurer collected medical information ...
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