MERCER

Financial planning

Investec Asset Management has been awarded a $150 million 4Factor Emerging Markets (EM) equity mandate from AMP Capital Investors through its Future Directions multi-mana...

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Funds management

High conviction in the quality and experience of the Mercer Australian investment team has seen it named this year’s winner of the Money Management/Lonsec Fund Manager of...

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Financial planning

Mercer warns that the proposed restrictions on concessional super contributions will encourage 'gaming' to get around the new rules....

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Financial planning

Macquarie Adviser Services has launched a new superannuation advice module for its COIN software....

Financial planning

Macquarie-owned Coin has added Standard & Poor's fund research to its software....

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Financial planning

The Financial Planning Association’s hunt for a new chief executive appears to be nearing the final stages....

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Financial planning

The financial planning industry has been warned that the industry superannuation funds campaign against commission-based remuneration will not be ended if planning groups...

Financial planning

Trust in super falling but Australians have finally been shaken out of apathy, according to the Mercer Superannuation Sentiment Index....

Funds management

Mercer has developed a more sophisticated classification process for investment risk that recognises the mix of growth and defensive qualities within each asset class....

Policy & Regulation

New Mercer research undermines suggestions that the superannuation tax concessions are skewed towards the more highly paid....

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People & Products

Mercer has announced David Anderson as the managing director and market leader for Australia and New Zealand....

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Superannuation

Mercer is urging tougher rules around SMSFs including around accountants and whether people should actually be in them....

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Funds management

New Mercer analysis suggests that the window of opportunity for investors to make the best of global equities has closed....

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Financial planning

The chief executive of the Financial Planning Association, Jo-Anne Bloch, has resigned, with the smart money on her filling a long-standing vacancy at Mercer....

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Financial planning

A weaker global banking system is forcing businesses to seek credit elsewhere, which is creating opportunities for private credit internationally and in Australia, accord...

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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 2 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 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. ...

1 week 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. ...

3 days 11 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...

2 days 15 hours ago