MERCER

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...

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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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Editorial

Coaxing clients back into property post-GFC may not be as hard as some imagine, so long as you get the balance right, writes Damian Fitzpatrick. ...

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Financial planning

The Government has made a big push to improve financial literacy among consumers, but was it the right approach? Tim Stewart reports....

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Superannuation

According to Mercer, if Treasury’s tax expenditure requirements continue to be used to dictate superannuation policy, the security of Australians’ retirement savings coul...

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Superannuation

AFA president Michael Nowak is calling for an amnesty on changes to super in next month’s Federal Budget in order to restore consumer confidence in the retirement system....

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Financial planning

The number of so-called “traditional” financial planners will decrease, with real growth to be seen in the risk specialist space, says Mercer advice head Jo-Anne Bloch....

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Funds management

Looking back over 20-year periods, hedge fund strategies have largely met investors’ expectations, matching and outperforming global bonds and equities, respectively....

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Superannuation

With constant regulatory change impacting on the superannuation sector, financial planners are finding it difficult to focus on clients’ retirement needs, writes Bela Moo...

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People & Products

Former Mercer principal Ross Cartwright has joined MFS Investment Management as head of platforms in Australia as the firm expands its local presence....

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Financial planning

Increased regulatory scrutiny faced by research houses from 1 September this year might result in increased costs....

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Superannuation

Mercer analysis puts super tax concessions into perspective – and they are not overly generous...

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People & Products

Frontier Advisors has bolstered its consulting team with five new hires. ...

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People & Products

Steve Gibbs has been appointed chairman of Australian Ethical Investments following André Morony's decision to stand down....

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Superannuation

The use of retail fund managers by SMSFs has grown over the past three years, according to Plan For Life....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 7 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago