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MERCER
Financial planning
Mercer has appointed Guy Thorburn to the role of business leader for retirement, risk and finance (RRF) consulting for Australia and New Zealand, leaving the incumbent, T...
Financial planning
Mercer has appointed Guy Thorburn to the role of business leader for retirement, risk and finance (RRF) consulting for Australia and New Zealand, leaving the incumbent, T...
Financial planning
Investment markets have fluctuated in sync with media headlines over the past year, resulting in a flat performance for the retail managed fund sector....
Financial planning
The investment research team at ANZ-owned RI Advice Group, led by Dinyar Irani, is leaving to set up a portfolio construction company in partnership with Ray Miles' Fortn...
Financial planning
The investment research team at ANZ-owned RI Advice Group, led by Dinyar Irani, is leaving to set up a portfolio construction company in partnership with Ray Miles’...
Financial planning
Not all research houses are created equal, and even within the leading research houses there are areas of strength and weaknesses that must be accounted for....
Funds management
Investment teams may come and go, but there has been very little turnover in most multi-manager funds, according to the latest Lonsec Multi-Manager Sector Review....
People & Products
Financial services firm Yellow Brick Road has appointed Scott Walters to the role of retail head of financial planning....
Financial planning
The chief executive of van Eyk Research, Mark Thomas, has explained the remuneration relationships between some of his research houses’ key dealer group clients and...
Financial planning
With the issue of the nation's Government seemingly settled for now, FoFA reforms and Cooper Review recommendations will likely go ahead en masse, according to according ...
Financial planning
Big industry fund Club Plus has set up an in-house financial planning service backed by Mercer....
Financial planning
Adviser resistance is contributing to the slow adoption of responsible investment (RI) strategies, according to Mercer’s member services and advice leader Jo-Anne B...
Financial planning
BT Financial Group outpaced its peers over the 12 months to 30 June, 2010, commanding the lion’s share of growth in both funds under management and new inflows....
Top 100
Money Management's Top 100 Dealer Groups survey reveals Van Eyk Research as dealer groups' research house of choice, while Lonsec and Morningstar maintain broad market re...
Financial planning
Genesys Wealth Advisers has overhauled its underperforming model portfolio, acknowledging exposure to problematic funds....
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MARKET INSIGHTS
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 ...