MERCER

Superannuation

Mercer's David Knox applauds Australia's early move to defined contributions superannuation. ...

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Superannuation

Australian super system ranks third for overall quality, adequacy and sustainability. ...

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Editorial

The Federal Treasurer, Joe Hockey, has signalled a “son of Wallis” review of the Australian financial system and, as Mike Taylor writes, the industry is already starting ...

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Financial planning

A roundtable is warned that ASIC runs the risk of being sued if it tries to head off trouble in the financial services industry before it occurs....

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Funds management

Strong investments and flows drive masterfund sector growth....

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Financial planning

The FOFA fee disclosure requirements seem to have confused as many clients as they have informed....

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Superannuation

Mercer proposes unused contributions should be credited to following years to boost voluntary super investments....

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Rate the raters

Despite having a global presence and scale it was the specific product and services offered locally that have boosted the reputation of Morningstar, according to responde...

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Funds management

Morningstar has been named the Money Management Research House of the Year, wresting the title from Lonsec which had won it for the past several years....

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Financial planning

Money Management has partnered with Tepana Financial Indices to bring you the 2013 Independent and Institutional Dealer Groups of the Year. ...

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Financial planning

Zenith Investment Partners will provide research to ESI Financial Services, the financial planning arm of 49,000-member industry superannuation fund Energy Super. ...

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Rate the raters

Money Management asked fund managers once again what they thought about the research houses which rate their products....

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Financial planning

Equity Trustees (EQT) has named Mercer as its external asset consultant for its retail and institutional business, moving this function to a third party for the first tim...

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People & Products

Treasury Group has appointed former Mercer chief investment officer Andrew Howard to take up the same post in its Melbourne office. ...

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Editorial

As a result of RG79 section D, ‘Avoiding, controlling and disclosing conflicts of interest’, what has your firm changed, or what will it change, in terms of both its busi...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 14 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 days 5 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day 9 hours ago