MERCER

Editorial

This month, PortfolioConstruction Forum asked the research houses: What, in your firm’s view, is one of the big challenges facing the Australian funds research industry a...

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Superannuation

Former IFFP executive to head up NGS Super’s expanded planning operation....

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Editorial

PorfolioConstruction Forum asks the major research houses about their most recent projects and appointments....

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Editorial

Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each resear...

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Rate the raters

In Money Management’s annual Rate the Raters survey, Lonsec came out at the top of the pack, with Standard & Poor’s close behind. Ashleigh McIntyre analyses the results....

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Superannuation

Former Mercer senior manager, Angie Mastrippolito, has been recruited by Professional Financial Services (PFS) as its principal....

Financial planning

The continuation of the Government’s bank guarantee has seen a halving in the Australian cash trust business as markets generally struggle....

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Editorial

Money Management's Top 100 Dealer Groups survey reveals research house Lonsec has surged ahead of its competitors over the past year, taking the long-held industry-leadin...

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Financial planning

Underpinning Schroders’ success in the multi-sector category is Lonsec’s high opinion of the firm’s underlying capabilities, strong risk management framework and strong p...

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Financial planning

Investors should maintain an overweight position in global equity markets relative to overvalued bonds, according to Mercer....

Financial planning

Mercer's Global Manager Search Trends 2011 has revealed a renewed interest in emerging markets and alternative assets, as institutional investors seek greater diversifica...

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Financial planning

Low-cost, simple financial advice should be incorporated into MySuper and the costs bundled along with overall superannuation costs, according to Mercer....

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Editorial

Environmental, social and governance (ESG) issues are increasingly guiding portfolio construction. However, taking an ESG approach can introduce new risks. Chris Kennedy ...

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Financial planning

Responses from throughout the financial services industry have so far been lukewarm on last night's Federal Budget announcement, with some measures welcomed but some oppo...

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Financial planning

Private infrastructure will become more appealing as a hedge against volatility and inflation, with indebted governments also looking to private sector investment....

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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 3 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....

6 days 3 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 4 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 2 days ago