MERCER

Financial planning

Major financial advice licensees appear to be benefiting from increased competition between the funds management research houses but the news appears not so good for the ...

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People & Products

Tim Barber has been appointed as head of Mercer Super and will lead the Mercer Super Trust, when his position commences in May....

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Superannuation

A key Parliamentary Committee has declared its intention to scrutinise the amount of money being spent by industry funds on advertising and whether it is members’ best in...

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Rate the raters

For the first time in more than four years financial planners have chosen Morningstar as their preferred research house, effectively ending the long-lasting reign of Lons...

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Financial planning

A major industry superannuation fund has revealed how it brought comprehensive financial advice in-house and outsourced the provision of intrafund advice to Mercer via an...

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Expert Analysis

This is the first reporting period that firms will have to comply with the Modern Slavery Act, writes Liana Brover and Timothy Stamp, so how can businesses ensure they ar...

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Superannuation

Industry superannuation funds are calling on the Government to help low income earners recoup their losses from taking hardship early access superannuation by making a on...

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People & Products

Former chief executive of wealth and capital markets and CIO of Australian Unity, David Bryant has started as head of Mercer today....

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Features

The longest bull market has come to an end as a result of a health crisis, Jassmyn Goh finds out what advice has been given to investment committees during this current m...

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Rate the raters

Oksana Patron examines the relationship between fund managers and research houses and whether it has been affected by the recent COVID-19 pandemic. ...

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Funds management

The finalists have been announced for the 2020 Fund Manager of the Year Awards – the first year in which a whole of market approach to judging the awards has been adopted...

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Financial planning

One of Australia largest corporate superannuation outsourcing providers, Mercer, has revealed the cost of delivering intrafund advice....

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Funds management

The relative performance of three sub-universes of targeted volatility, socially responsible investing and long short, outperformed the index in Q1, according to Mercer....

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Superannuation

Anglican Super is accusing AMP Limited of being unreasonable because it has sought to suspend the fund’s successor fund transfer to Mercer citing COVID-19 market volatili...

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People & Products

Australian Unity chief investment officer, David Bryant, has been appointed as the Australian chief executive of Mercer....

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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...

1 week 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...

1 week 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...

1 week 1 day 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. ...

9 months ago

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

9 months 2 weeks ago