MERCER

Funds management

From infringement notices to interim stop orders, Money Management reviews the biggest companies that were put under the microscope by the corporate regulator....

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Funds management

The Perennial Better Future Strategy, an actively-managed portfolio focused on small and mid-cap companies shaping a better future, has been appointed to manage a $100 mi...

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Policy & Regulation

ASIC has commenced civil penalty proceedings against Mercer Financial Advice for allegedly making false or misleading representations to its customers about fees charged ...

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Superannuation

The merger between BT Super and Mercer will help advance Mercer on its mission to be the best superannuation fund in the market while members could see more than 25% fee ...

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Superannuation

Despite the Your Future, Your Super performance test’s focus on fees and performance, superannuation funds need to focus on retirement outcomes and benefits for members, ...

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Superannuation

One of the key problems for Australia’s superannuation system is the need for systemic change to reduce the gender pension gap, with a new Mercer study revealing what nee...

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Financial planning

The cost to produce advice is around $5,335 but the average adviser is charging $3,660 and removing safe harbour and strengthening the code of ethics will reduce the cost...

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Funds management

To increase gender diversity in key decision makers in asset management, a deliberate and focused strategy is needed, according to a panel....

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People & Products

Jo-Anne Bloch has been appointed as independent non-executive director of Colonial First State Investments Limited and Avanteos Investments Limited....

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Funds management

The gap between the best and worst-performing managers narrowed in the last financial year with the median Australian equity manager outperforming the index. ...

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People & Products

Mercer has appointed Marcus De Kock as its new alternatives investment director for the Pacific region. ...

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Rate the raters

After years of indecisiveness, fund managers have voted for the stability of research teams while identifying potential conflicts of interest, Oksana Patron writes....

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Superannuation

Consultants are handling an almost unprecedented number of corporate superannuation fund reviews, with the likelihood that industry superannuation funds will emerge as wi...

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People & Products

Tricia Nguyen has been appointed head of Mercer Sentinel, Pacific, leading the firm’s outsourced due diligence and custody consulting capabilities....

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People & Products

Helen Murdoch has been appointed as sales and commercial acceleration leader and Saranne Brodrick as chief strategy officer, both newly-created roles....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 17 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 18 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 17 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago