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MERCER
Financial planning
Zurich is entertaining bids for Lonsec as it looks to exit ownership of the research and ratings house....
Financial planning
Global institutional investment consultant Mercer is looking to increase its competitive presence in the Australian retail research market by leveraging its institutional...
Funds management
Unlisted property funds performed strongly in March and have returned close to 10 per cent over the past 12 months....
Editorial
What asset classes/product types does your firm include under the 'alternatives' label? Why? How many strategies/funds do you rate in each?...
Editorial
PortfolioConstruction Forum, in association with Money Management, asked the research houses the following questions: What asset classes/product types does your firm incl...
Editorial
PorfolioConstruction Forum asks the major research houses about their most recent projects and appointments....
Financial planning
Environmental, social and governance (ESG) considerations are becoming mainstream and will transform portfolio management....
People & Products
Mercer has expanded its investment consulting business, hiring Dr Richard Fuller as a specialist consultant....
Financial planning
What's the latest for the major research fund houses?...
Editorial
PortfolioConstruction Forum asks: What's the latest for the major research fund houses?...
Editorial
PortfolioConstruction Forum asked the research houses: Of the 15,000 managed funds on offer in the Australian market, how do you determine which ones you will rate, and w...
Editorial
Mike Taylor reports that the former chief justice of the High Court, Sir Anthony Mason, has pointed to the legislative challenges facing the Government in delivering an e...
Superannuation
Pension and annuity products provided by banks and large dealer groups are not being optimised for those moving into retirement, according to Mercer....
Financial planning
Macquarie Banking and Financial Services Group (MBFSG) has reappointed Mercer to provide investment research and consulting services for the next three years....
Editorial
Financial planners may be upset with Club Plus' Paul Cahill for some of his recent comments, but they should embrace his acknowledgement of the value of advice, Mike Tayl...
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Podcast
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...