MASTER TRUSTS

Financial planning

With the value of so-called ‘target date funds’ claimed to have grown by over 50 per cent in the US over the past four years, Russell Investment Group is predicting such ...

Financial planning

In further proof that choice of fund was no more than a flash in the pan for advisers, a new survey has found just a third of the very few people who switched funds and s...

Editorial

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Editorial

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Financial planning

Stephen Henshall’s route into paraplanning was through superannuation administration at William Mercer. The change, however, showed him the difference between handling fu...

Editorial

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Financial planning

Industry superannuation funds figurehead Gary Weaven has used superannuation fund performance data to take a swipe at the FPA’s recently launched Value of Advice Campaign...

Financial planning

Australian fund managers spend a lot of time and money wooing financial advisers with junkets, increasingly complex products and, of course, much-debated trail commission...

Financial planning

Functionality and service have overtaken fees as advisers’ key concerns when using wraps and master trusts according to a study conducted by research house Brandmanagemen...

Superannuation

If there’s a constant in the ongoing industry debate over net benefits to super fund members, it is the regularity with which the key players have asked the Australian Se...

Financial planning

New research issued by Industry Funds Services yesterday has added fuel to a heated ongoing debate within the industry over the comparative ‘net benefit to members’ of in...

Financial planning

The superannuation industry has welcomed changes to superannuation included in the Federal Budget but doesn’t believe the Government has gone far enough....

Financial planning

BT Financial Group has cut total ongoing fees on 52 of its wholesale and institutional investment funds by an average 17 per cent, with some cuts as high as 32 per cent....

Financial planning

The chief executive of $600 million Tasmanian-based superannuation fund Tasplan, Neil Cassidy, has criticised retail superannuation funds for charging fees and deducting ...

Financial planning

The Financial Planning Association has warned that consumers’ retirement savings are being put at risk by misleading advertising in the lead up to choice of fund, and ha...

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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 3 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 2 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 3 weeks ago

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

3 weeks ago

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

1 week 2 days 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 ago
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