FUNDS MANAGEMENT

Superannuation

Median growth fund returns 19.3 per cent for one year and 6.8 per cent over 10 years....

Editorial

ANZ reports solid nine months but, like others, has issues with lapse rates....

Funds management

Over the 30 years to 30 June 2013, major asset class indices have returned between 8.2 per cent and 11.6 per cent per annum, led by Australian shares, Vanguard’s 2013 Ind...

Funds management

BOQ hit by $34.5 million in refunds to 4 per cent of its customer base....

Funds management

A former director of Trio who says he departed his role long before the collapse and after citing governance issues has strongly criticised APRA....

Queensland LNP Government appoints Hockey’s wife to QSuper board....

Superannuation

New research claims industry funds are unlikely to regain their competitive advantage and warns the default fund regime will not benefit employers....

Funds management

Wilson Asset Management Active has recorded a 280 per cent increase in net profit after tax for the year to 30 June 2013. ...

Financial planning

The Queensland Supreme Court has appointed David Whyte of BDO as a receiver to wind up the LM First Mortgage Income Fund....

Funds management

The unsustainable nature of emerging Asia businesses highlights the importance of taking an active management approach and maintaining a high degree of conviction when in...

Superannuation

The Federal Opposition lodges questions on underlying costs of MySuper products....

Funds management

In a final act before the election, the Government has refined the Managed Investment Trust regulatory regime....

Financial planning

Key elements of the Government’s financial services agenda have been rendered still-born by the election....

Superannuation

ASFA warns that narrow rules around three working day rollovers could have negative impacts....

Financial planning

State Street Global Advisors has entered into a joint venture to extend its reach into the domestic Chinese funds management market....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
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