MERCER

Funds management

The relative performance of three sub-universes of targeted volatility, socially responsible investing and long short, outperformed the index in Q1, according to Mercer....

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Superannuation

Anglican Super is accusing AMP Limited of being unreasonable because it has sought to suspend the fund’s successor fund transfer to Mercer citing COVID-19 market volatili...

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People & Products

Australian Unity chief investment officer, David Bryant, has been appointed as the Australian chief executive of Mercer....

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People & Products

Ben Walsh, current chief executive for Mercer in Australia and New Zealand, will start in the new role on 1 June, 2020. ...

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Superannuation

Mercer has called for a universal Age Pension as it would create a simpler, more efficient super system with reduced administration costs....

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Funds management

Only two funds in the least risky sector that had the least volatility managed to beat the sector return average, according to data....

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Funds management

Flinders Investment Partners’ small cap fund has been rewarded allocations from consulting groups Mercer Investment Consulting and Evidentia Group....

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Financial planning

Organisations should not be surprised if employees exhibit bad culture if the firm is focused on metrics and give rewards based on meeting targets, according to a panel....

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Features

As central banks worldwide fight with low or even negative rates, advisers should look towards higher-quality investment grade bonds and emerging market debt to seek out ...

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Financial planning

While the country ranks well in terms of resilience in ageing and automation as a whole, it is older workers that could be in danger of their ability to finance their lon...

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Funds management

An active and a passive fund have achieved the same returns over five years, making them the joint best-performing funds in the ACS Fixed Interest – Australia Bond sector...

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People & Products

The new index-based fund from Kogan and Mercer will provide members five investment options based on their risk tolerance....

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Rate the raters

While smaller and new entrants to the ratings market are shaking up the status quo, Oksana Patron finds that historic issues such as inexperienced staff and poor sector c...

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People & Products

Mercer has appointed senior executive Paul Giles to the role of senior client manager, responsible for large industry and public sector clients....

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Financial planning

Superannuation fund members are being encouraged to use the 1 July, 2019 Protecting Your Super deadline as an opportunity to check the performance of their fund....

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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 ago

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

3 weeks 5 days 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. ...

6 days 6 hours 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. ...

1 day 21 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...

1 day 1 hour ago