CONSOLIDATION

Policy & Regulation

As M&A activity continues to re-shape the wealth and superannuation landscape, experts have highlighted key regulatory questions for firms to keep in mind when completing...

image
Financial planning

There will be a problem in the next five years as falling adviser numbers coincide with more households seeking advice, according to Easton Investments. ...

image
Superannuation

Almost three-quarters of fund professionals expect to see consolidation of the superannuation industry this year in a bid to reduce costs, according to Calastone....

image
Policy & Regulation

Major consultancy EY has predicted both challenges and opportunities in the financial services industry in 2019 with all sectors facing greater regulatory scrutiny and fu...

image
Superannuation

Australia could be left with as few as 25 or 30 major superannuation funds in the next decade as changes roll through the industry, not least those resulting from the Roy...

image
Superannuation

Industry super funds are working together to make consolidating multiple accounts easier for members, announcing a new initiative that should save eligible members an ave...

image
Superannuation

QMV principal consultant, legal and risk, Jonathan Steffanoni has called fund consolidation, regulatory scrutiny and data trends as the biggest industry issues for supera...

image
Superannuation

Auto-consolidation of multiple superannuation accounts can have significant unintended consequences including denying fund members access to crucial insurance cover, acc...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

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...

6 days 2 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...

6 days 3 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...

1 week 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 1 week ago