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Financial planning
Investec Asset Management has been awarded a $150 million 4Factor Emerging Markets (EM) equity mandate from AMP Capital Investors through its Future Directions multi-mana...
Funds management
High conviction in the quality and experience of the Mercer Australian investment team has seen it named this year’s winner of the Money Management/Lonsec Fund Manager of...
Financial planning
Mercer warns that the proposed restrictions on concessional super contributions will encourage 'gaming' to get around the new rules....
Financial planning
Macquarie Adviser Services has launched a new superannuation advice module for its COIN software....
Financial planning
Macquarie-owned Coin has added Standard & Poor's fund research to its software....
Financial planning
The Financial Planning Association’s hunt for a new chief executive appears to be nearing the final stages....
Financial planning
The financial planning industry has been warned that the industry superannuation funds campaign against commission-based remuneration will not be ended if planning groups...
Financial planning
Trust in super falling but Australians have finally been shaken out of apathy, according to the Mercer Superannuation Sentiment Index....
Funds management
Mercer has developed a more sophisticated classification process for investment risk that recognises the mix of growth and defensive qualities within each asset class....
Policy & Regulation
New Mercer research undermines suggestions that the superannuation tax concessions are skewed towards the more highly paid....
People & Products
Mercer has announced David Anderson as the managing director and market leader for Australia and New Zealand....
Superannuation
Mercer is urging tougher rules around SMSFs including around accountants and whether people should actually be in them....
Funds management
New Mercer analysis suggests that the window of opportunity for investors to make the best of global equities has closed....
Financial planning
The chief executive of the Financial Planning Association, Jo-Anne Bloch, has resigned, with the smart money on her filling a long-standing vacancy at Mercer....
Financial planning
A weaker global banking system is forcing businesses to seek credit elsewhere, which is creating opportunities for private credit internationally and in Australia, accord...
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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...