MERCER

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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Superannuation

Mercer has criticised the current default superannuation products on offer to Australians and has urged trustees to take a 'lifecycle' approach to default investment stra...

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Editorial

What are the benefits of using a commodity trading adviser (managed futures) fund in a portfolio? What is a reasonable allocation, and where should that allocation come f...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

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The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

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Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

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