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MERCER
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 ...
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....
Funds management
Strong investments and flows drive masterfund sector growth....
Financial planning
The FOFA fee disclosure requirements seem to have confused as many clients as they have informed....
Superannuation
Mercer proposes unused contributions should be credited to following years to boost voluntary super investments....
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...
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....
Financial planning
Money Management has partnered with Tepana Financial Indices to bring you the 2013 Independent and Institutional Dealer Groups of the Year. ...
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. ...
Rate the raters
Money Management asked fund managers once again what they thought about the research houses which rate their products....
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...
People & Products
Treasury Group has appointed former Mercer chief investment officer Andrew Howard to take up the same post in its Melbourne office. ...
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...
Life/Risk
When making a risk claim, clients will often be asked to undergo an independent medical examination. Col Fullagar explains the adviser’s role in ensuring the client is tr...
Superannuation
Wayne Swan and Bill Shorten have decided to end the speculation about what the upcoming Federal Budget brings for the superannuation industry. Money Management spotlights...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...