MERCER

Editorial

This month PortfolioConstruction Forum asked the research houses: What is an appropriate fee structure and level for an Australian equities fund for which performance fee...

Rate the raters

A Money Management survey has seen Lonsec come out on top as the best-regarded research house in the country. Mike Taylor reports....

Rate the raters

Lonsec has yet again emerged as a favourite among dealer groups with its back-to-back victory in Money Management’s Rate the Raters survey, while van Eyk Research grabbed...

Financial planning

Lonsec has been named Money Management's Ratings House of the Year for the second year in succession, on the back of strong support from both the fund managers it rates a...

Policy & Regulation

Mercer expert David Knox says the Government should lift the superannuation guarantee because it is more important than a carbon tax....

Financial planning

PortfolioConstruction Forum asked the research houses: Which are the top five quant analytics that practitioners should always consider, and why? And how much credence do...

Editorial

PortfolioConstruction Forum asked the research houses: Which are the top five quant analytics that practitioners should always consider, and why? And how much credence do...

Financial planning

PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....

Editorial

PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....

Financial planning

Some of the industry's largest dealer group leaders have attempted to map an approach to pricing scoped advice, but key cost differences have emerged between the groups....

Superannuation

The writing is on the wall that more responsibility will fall on individuals to fund their own retirement. The need for better post-retirement solutions to deal with long...

People & Products

Mercer has consolidated its position in the retail space with the appointment of Cara Williams as global head of wealth management consulting....

People & Products

Certitude Global Investments has created a new position within its senior ranks, with former Mercer executive Gary Burke to head investments....

Financial planning

PortfolioConstruction Forum asks the major funds research houses for an update on the state of the market and their most recent projects....

Editorial

PortfolioConstruction Forum asks the major funds research houses for an update on the state of the market and their most recent projects....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 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 1 week 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 5 days ago

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

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 11 hours ago