FUNDS MANAGEMENT

Financial planning

New research suggests few superannuation fund members have any real idea of the life insurance they hold inside super....

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Life/Risk

Cromwell Property Group has entered a conditional deal to purchase European property funds manager, Valad Europe, for $208 million....

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Superannuation

New research has revealed that price is no longer regarded as the most important factor in insurance selection with benefit design and claims handling the trump cards....

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Superannuation

AIST urges Government not to adopt Board of Taxation’s recommendations lifting the super payment threshold for low income workers to $1350 a quarter....

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Funds management

Perpetual has announced net inflows of $500 million for the December quarter largely driven by inflows into Perpetual Equity Investment Company Limited, the group’s firs...

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Financial planning

JP Morgan Global Strategic Bond Fund added to BT, Asgard and IOOF platforms....

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Superannuation

Retail superannuation funds have continued to close the returns gap with industry funds....

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Funds management

Newly appointed Federal Assistant Treasurer, Josh Frydenberg, has backed governance improvements for superannuation funds, including more independent directors....

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Financial planning

Standard Life opens new offices amid continued global growth....

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Financial planning

WAM Capital offers existing investors a share purchase opportunity....

Superannuation

New survey reveals strong support for at least one-third independent directors on superannuation fund boards....

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Financial planning

Planners are actively investing client funds in growth assets and making greater use of passive strategies but are calling on more information from fund managers....

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Superannuation

While their members see little value in sporting sponsorships, super fund executives and trustees are split on the issue....

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Financial planning

Zenith grants AMP Wholesale Australian Bond Fund a ‘recommended’ rating....

Financial planning

The platform joint venture between OneVue and the Eureka report has gone live....

 

MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

1 day 19 hours ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

1 day 21 hours ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

4 days 21 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 3 weeks 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 2 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 3 weeks ago