FUNDS MANAGEMENT

People & Products

Recently-appointed Treasury head, John Fraser, will join Assistant Treasurer, Josh Frydenberg, Shadow Treasurer, Chris Bowen and former Prime Minsiter, Julia Gillard as d...

Superannuation

Comparing industry funds performance against that of retail funds is probably invalid and not reflective of meeting members’ final objectives, according to APRA....

Policy & Regulation

Government warned of unintended negative consequences of removing dividend imputation regime....

Superannuation

ASIC has completed surveillance of intra-fund advice delivered by superannuation funds including whether they’ve extended it to transition to retirement strategies....

Superannuation

While some industry super funds have been highly critical of planner remuneration based on asset-based fees, new analysis suggests declining membership and rising costs m...

Superannuation

The retirement incomes market is set to reach $1.08 trillion by the end of 2024, according to a report by financial services research firm DEXX&R. ...

Policy & Regulation

The Federal Treasurer, Joe Hockey, has dismissed the ALP’s high super account balance tax policy as a ‘tax grab’ but has not ruled out traversing the same issue in the Ta...

Superannuation

EQT and Divesa confirm media reports of non-binding proposal but say no conclusions should be reached....

Despite claims to the contrary, the latest super data suggests industry funds have not significantly out-performed retail funds since before the GFC....

Financial planning

Investors are refocusing their attention on growth opportunities over income, according to a report, that also finds that managed funds are making a comeback....

Funds management

Australia’s Big Four banks may be popular with shareholders, but they are struggling to convert them into clients, research reveals....

Funds management

Third-party funds management administrator, MainstreamBPO has moved to list on the ASX....

Superannuation

A new survey has revealed solid support for making access to superannuation lump sums limited and conditional....

People & Products

Nikko AM partners with Eurasia group on emerging markets approach....

People & Products

Argo Investments declares intention to launch infrasructure-focused LIC....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

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

5 months ago

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

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago