MERCER

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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People & Products

Mercer has expanded its financial advice team in Western Australia with the appointment of Michael Heffernan, the former head of advice with the Government Employees Supe...

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Funds management

The platform market suffered yet another fall over the last year, with net fund flows reaching their lowest levels in 10 years....

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Superannuation

NGS Super claims its in-house financial planning model has proved effective in dealing with members' specific needs....

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Funds management

Retail managed funds have posted an $11.5 billion fall in funds under management (FUM) for the year ending June 2012, the latest research from Plan for Life has found....

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Financial planning

AMP Financial Services has appointed Morningstar as its preferred partner for research consultancy services....

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Rate the raters

Lonsec has once again snatched the Money Management Research House of the Year title. However, Morningstar and Mercer are catching up....

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Editorial

This month, PortfolioConstruction Forum asked the research houses: Key man risk is often cited by dealer group researchers and advisers as a sufficiently significant conc...

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Financial planning

Mercer looks to points of difference to attract high net worths....

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Superannuation

New Mercer research confirms that advice makes people more proactive about their superannuation....

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Policy & Regulation

The regulator has confirmed scaled advice can be provided under best interests duties outlined in Future of Financial Advice changes....

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Financial planning

Superannuation funds can increase member engagement by offering limited advice, says Mercer....

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Funds management

The majority of pension funds around the world are taking climate change into account in their manager selection process, according to a Mercer survey....

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Top 100

Consolidation is changing the face of the financial planning dealer group sector before our eyes, while small-to-medium players continue to struggle....

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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 17 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 8 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 12 hours ago