MERCER

Financial planning

Mercer Investment Consulting will now rate alternative active Australian fixed income products, choosing the option over conventional active Australian fixed income produ...

Financial planning

Mercer Investment Consulting is set to produce publicly available fund manager and product ratings, a move that could see the group in direct competition with the likes o...

Financial planning

Mercer Investment Consulting has replaced Towers Perrin as asset consultant for Colonial First State’s (CFS) flagship master trust, FirstChoice....

Financial planning

Perpetual Investments is predicting another year of disappointing returns for investors in both Australian and international equity markets, while listed property could a...

Financial planning

Van Eyk Research has named Financial Planning Association board member and Brennan Partners managing partner, Sarah Brennan, as its first external director....

Financial planning

Coles Myer has decided to outsource its 14,700 member superannuation fund to the Mercer Superannuation Trust, while incumbent investment adviser InTech Financial Services...

Financial planning

Having the biggest planner force is no sign of success. As JOHN WILKINSON writes, some of the lesser lights are advising on even greater sums for wealthier clients than t...

Financial planning

Competition amongst Australia’s providers of retail funds management research is set to intensify, with two minor players renewing their push for a bigger slice of the bu...

Financial planning

Mercer Investment Consulting has backed up its push into the retail funds management research scene with the announcement of three new recruits today....

Financial planning

VAN Eyk Research has enjoyed a long and illustrious reputation in financial services industry and deservedly so....

Financial planning

VAN EYK Research has expanded the number of shareholders in the group, boosting the level of external ownership of the research house to 32 per cent....

Superannuation

INDUSTRY reporting standards fall short in providing fair comparisons in the area of superannuation funds, according to Chant West Financial Services director, Warren Cha...

Financial planning

Most superannuation funds will face a less than rosy end to the financial year with prediction that they will see out the 12 months with negative returns....

Financial planning

Up to six industry organisations, including a number of fund mangers, have expressed an interest in buying van Eyk research, van Eyk managing director Stephen van Eyk has...

Financial planning

The deal between van Eyk Research and William M Mercer has stalled, creating immediate problems for the stability of van Eyk Research after industry competitors attempted...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago