MERCER

Financial planning

Maple Brown Abbott PST headed up Mercer Investment Consulting’s balanced funds performance survey for the first 2005-06 quarter, returning 4.2 per cent or 1.2 per cent ov...

Financial planning

Comparing the benefits of various superannuation funds will be made simpler for advisers following the launch of a research resource from Mercer Investment Consulting....

Superannuation

Almost one third of Australians have made very little preparation for their retirement a new survey has found....

Financial planning

In a significant change to the structure of its operations, Tower Australia has appointed Russell Investment Group to run its multi-manager investment product business ar...

Financial planning

Few Australian equity managers fully integrate environmental, social and governance issues into their investment analysis, according to new research by Mercer Investment ...

Financial planning

As financial markets dive, bankers and investors alike are wondering whether to rebalance and just how risk averse they should become....

Financial planning

Mercer Global Investments (MGI) has launched an income fund that represents its first product purely aimed at retail investors....

Funds management

Strong inflows to its newly launched Century Balanced Fund No 1 has helped direct property boutique Century Funds Management to a 16.1 per cent return (annualised over fi...

Financial planning

Portfolio Partners is the first Australian fund manager to sign up to the Principles for Responsible Investment (PRI), a global scheme co-ordinated by the United Nations ...

Financial planning

Provider of wealth management software IWL has confirmed Boss Software International’s decision to overhaul its products was a main driver of its purchase of the risk sof...

Financial planning

Katherine Cramsie has been named the winner of this year’s Paraplanner of the Year Award, following her win as state finalist for New South Wales....

People & Products

Jo-Anne Bloch of Mercer Human Resources Services will relocate from the United Kingdom to become the new chief executive of the Financial Planning Association....

Funds management

Melbourne-based research house Lonsec has delivered an upbeat assessment of hybrid property products....

Editorial

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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 2 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....

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The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

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ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks ago