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MERCER

Superannuation

Mercer has criticised the current default superannuation products on offer to Australians and has urged trustees to take a 'lifecycle' approach to default investment stra...

Editorial

What are the benefits of using a commodity trading adviser (managed futures) fund in a portfolio? What is a reasonable allocation, and where should that allocation come f...

People & Products

Mercer has expanded its financial advice team in Western Australia with the appointment of Michael Heffernan, the former head of advice with the Government Employees Supe...

Funds management

The platform market suffered yet another fall over the last year, with net fund flows reaching their lowest levels in 10 years....

Superannuation

NGS Super claims its in-house financial planning model has proved effective in dealing with members' specific needs....

Funds management

Retail managed funds have posted an $11.5 billion fall in funds under management (FUM) for the year ending June 2012, the latest research from Plan for Life has found....

Financial planning

AMP Financial Services has appointed Morningstar as its preferred partner for research consultancy services....

Rate the raters

Lonsec has once again snatched the Money Management Research House of the Year title. However, Morningstar and Mercer are catching up....

Editorial

This month, PortfolioConstruction Forum asked the research houses: Key man risk is often cited by dealer group researchers and advisers as a sufficiently significant conc...

Financial planning

Mercer looks to points of difference to attract high net worths....

Superannuation

New Mercer research confirms that advice makes people more proactive about their superannuation....

Policy & Regulation

The regulator has confirmed scaled advice can be provided under best interests duties outlined in Future of Financial Advice changes....

Financial planning

Superannuation funds can increase member engagement by offering limited advice, says Mercer....

Funds management

The majority of pension funds around the world are taking climate change into account in their manager selection process, according to a Mercer survey....

Top 100

Consolidation is changing the face of the financial planning dealer group sector before our eyes, while small-to-medium players continue to struggle....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 weeks 4 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 weeks 6 days ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

3 days 18 hours ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

1 week 5 days ago