MERCER

Financial planning

Research house Mercer will assist the AIOFP to establish its new research committee, which will provide investment research and construct an approved product list for the...

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Financial planning

Salary freezes and reductions, job cuts and drawn-out recruitment processes: challenging times lie ahead, but the diversity of the financial services sector means a varie...

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Financial planning

Government moves to stamp out risky investment behaviour will lead to greater scrutiny of remuneration in the financial services sector, particularly at the executive lev...

Financial planning

The Henry Tax Review recommendations urge leaving the Superannuation Guarantee on hold at 9 per cent, but a new poll conducted by Mercer suggests otherwise....

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Financial planning

This year’s winner in the Multi-Manager category, Advance Asset Management, has been a long-term multi-manager protagonist and its head of investment solutions, Patrick F...

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Financial planning

Specialty boutiques to cover equity, fixed income, real estate, bond and alternative assets....

Financial planning

Industry conferences, while informative, do not dedicate the time required for balanced debates or interactive learning, according to Mercer principal Rashmi Mehrotra....

Financial planning

Many super funds may not have enough money put aside to compensate members in the event of a major operational risk event, according to Mercer....

Financial planning

A number of financial planning dealer groups are taking advantage of the economic downturn to boost their client numbers and revenue by offering redundancy packages to co...

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Financial planning

Multi-managers appear to be weathering the current market volatility better than most with some companies even reporting net increases in fund flows, according to the lat...

Funds management

New Mercer research reveals fund flows into sustainable investing and emerging markets are continuing to grow despite the global downturn....

Financial planning

When it comes to Australian equities, it seems hope rather than confidence is the mantra these days. JANINE MACE reports....

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Financial planning

Calls for education revolution in superannuation as faith in system dwindles....

Financial planning

Mercer warns tough times may lead to superannuation guarantee failures....

Financial planning

Mercer data reveals outperformance by Australian managers....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 6 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

2 weeks 6 days ago