MERCER

Superannuation

Mercer's David Knox applauds Australia's early move to defined contributions superannuation. ...

Superannuation

Australian super system ranks third for overall quality, adequacy and sustainability. ...

Editorial

The Federal Treasurer, Joe Hockey, has signalled a “son of Wallis” review of the Australian financial system and, as Mike Taylor writes, the industry is already starting ...

Financial planning

A roundtable is warned that ASIC runs the risk of being sued if it tries to head off trouble in the financial services industry before it occurs....

Funds management

Strong investments and flows drive masterfund sector growth....

Financial planning

The FOFA fee disclosure requirements seem to have confused as many clients as they have informed....

Superannuation

Mercer proposes unused contributions should be credited to following years to boost voluntary super investments....

Rate the raters

Despite having a global presence and scale it was the specific product and services offered locally that have boosted the reputation of Morningstar, according to responde...

Funds management

Morningstar has been named the Money Management Research House of the Year, wresting the title from Lonsec which had won it for the past several years....

Financial planning

Money Management has partnered with Tepana Financial Indices to bring you the 2013 Independent and Institutional Dealer Groups of the Year. ...

Financial planning

Zenith Investment Partners will provide research to ESI Financial Services, the financial planning arm of 49,000-member industry superannuation fund Energy Super. ...

Rate the raters

Money Management asked fund managers once again what they thought about the research houses which rate their products....

Financial planning

Equity Trustees (EQT) has named Mercer as its external asset consultant for its retail and institutional business, moving this function to a third party for the first tim...

People & Products

Treasury Group has appointed former Mercer chief investment officer Andrew Howard to take up the same post in its Melbourne office. ...

Editorial

As a result of RG79 section D, ‘Avoiding, controlling and disclosing conflicts of interest’, what has your firm changed, or what will it change, in terms of both its busi...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

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

5 months ago

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

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago