MERCER

Editorial

This month, PortfolioConstruction Forum asked the research houses: What, in your firm’s view, is one of the big challenges facing the Australian funds research industry a...

Superannuation

Former IFFP executive to head up NGS Super’s expanded planning operation....

Editorial

PorfolioConstruction Forum asks the major research houses about their most recent projects and appointments....

Editorial

Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each resear...

Rate the raters

In Money Management’s annual Rate the Raters survey, Lonsec came out at the top of the pack, with Standard & Poor’s close behind. Ashleigh McIntyre analyses the results....

Superannuation

Former Mercer senior manager, Angie Mastrippolito, has been recruited by Professional Financial Services (PFS) as its principal....

Financial planning

The continuation of the Government’s bank guarantee has seen a halving in the Australian cash trust business as markets generally struggle....

Editorial

Money Management's Top 100 Dealer Groups survey reveals research house Lonsec has surged ahead of its competitors over the past year, taking the long-held industry-leadin...

Financial planning

Underpinning Schroders’ success in the multi-sector category is Lonsec’s high opinion of the firm’s underlying capabilities, strong risk management framework and strong p...

Financial planning

Investors should maintain an overweight position in global equity markets relative to overvalued bonds, according to Mercer....

Financial planning

Mercer's Global Manager Search Trends 2011 has revealed a renewed interest in emerging markets and alternative assets, as institutional investors seek greater diversifica...

Financial planning

Low-cost, simple financial advice should be incorporated into MySuper and the costs bundled along with overall superannuation costs, according to Mercer....

Editorial

Environmental, social and governance (ESG) issues are increasingly guiding portfolio construction. However, taking an ESG approach can introduce new risks. Chris Kennedy ...

Financial planning

Responses from throughout the financial services industry have so far been lukewarm on last night's Federal Budget announcement, with some measures welcomed but some oppo...

Financial planning

Private infrastructure will become more appealing as a hedge against volatility and inflation, with indebted governments also looking to private sector investment....

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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 13 hours ago