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MERCER
Policy & Regulation
The Future of Financial Advice reforms may have passed through the House of Representatives but there is plenty of unknown detail causing concern to the major association...
Editorial
Financial planners should take heart that the Industry Super Network appears to have changed the 'messaging' contained in its television advertising....
Financial planning
Unaligned dealer groups cannot establish in-house funds management businesses and hope to maintain their independence, according to Tupicoffs partner Neil Kendall....
Editorial
Some of the players might not approve of the way in which the FOFA bills will ultimately be shaped but, as Mike Taylor reports, a Money Management roundtable has conclude...
Financial planning
Scaled advice remains an area of considerable uncertainty despite the Future of Financial Advice bills having passed the House of Representatives....
Policy & Regulation
Independent dealer groups wondering how they will service mass affluent clients under FOFA should consider starting up their own funds management business, says Mercer he...
Financial planning
Mercer has completed a deal to provide Citibank Australia with research and an adviser portal. In a separate deal, Mercer is set to become an investment consultant to SFG...
Policy & Regulation
The FPA's Mark Rantall has told a Money Management roundtable that asset-based fees should not act as an impediment to ASIC providing class-order relief from opt-in....
Financial planning
New Zealand retail funds under management grew by 3.4 per cent in the December 2011 quarter to $28.6 billion, replicating growth in the same period in 2010, according to ...
Editorial
Learn about SMAs features and the pros and cons of using an Australian equity SMA...
Editorial
As many traditional multi-asset funds disappointed during the GFC, recent times have seen many managers diversify. Deanne Fuller examines the sector....
Editorial
BT emerged from 2011 relatively unscathed in what was a poor year for retail managed funds providers....
Policy & Regulation
Financial planners may well be resistant to the Government's two-year opt-in, but many are already putting in place the paperwork necessary to establish the arrangement w...
Financial planning
Premium China Funds Management has withdrawn its funds from S&P's ratings services in response to S&P's impending withdrawal from Australian funds research....
People & Products
Australian Ethical has appointed David Macri as chief investment officer following James Jordan's decision to step down after nearly two years in the role....
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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 ...