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MERCER
Financial planning
BT chief executive, Matt Rady, has shared with Money Management what the firm plans to do with its platform business after it concluded its sale process this week....
People & Products
BT’s Private Portfolio Management business will transition to Mercer later this year, following the acquisition of Advance Asset Management and the transfer of BT Super. ...
People & Products
John Allmey, former head of investment specialists at BT, will become a strategic relationship leader for wealth management at Mercer following the sale of BT Investment ...
Funds management
From infringement notices to interim stop orders, Money Management reviews the biggest companies that were put under the microscope by the corporate regulator....
Funds management
The Perennial Better Future Strategy, an actively-managed portfolio focused on small and mid-cap companies shaping a better future, has been appointed to manage a $100 mi...
Policy & Regulation
ASIC has commenced civil penalty proceedings against Mercer Financial Advice for allegedly making false or misleading representations to its customers about fees charged ...
Superannuation
The merger between BT Super and Mercer will help advance Mercer on its mission to be the best superannuation fund in the market while members could see more than 25% fee ...
Superannuation
Despite the Your Future, Your Super performance test’s focus on fees and performance, superannuation funds need to focus on retirement outcomes and benefits for members, ...
Superannuation
One of the key problems for Australia’s superannuation system is the need for systemic change to reduce the gender pension gap, with a new Mercer study revealing what nee...
Financial planning
The cost to produce advice is around $5,335 but the average adviser is charging $3,660 and removing safe harbour and strengthening the code of ethics will reduce the cost...
Funds management
To increase gender diversity in key decision makers in asset management, a deliberate and focused strategy is needed, according to a panel....
People & Products
Jo-Anne Bloch has been appointed as independent non-executive director of Colonial First State Investments Limited and Avanteos Investments Limited....
Funds management
The gap between the best and worst-performing managers narrowed in the last financial year with the median Australian equity manager outperforming the index. ...
People & Products
Mercer has appointed Marcus De Kock as its new alternatives investment director for the Pacific region. ...
Rate the raters
After years of indecisiveness, fund managers have voted for the stability of research teams while identifying potential conflicts of interest, Oksana Patron writes....
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...