RETAIL FUNDS

Superannuation

The rhetoric around the industry versus retail funds debate appears to have overshadowed years of cooperation between the two industry segments, according to a submission...

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Funds management

Trustee Partners have approved the inclusion of the DomaCom Fund as an investment option for their retail superannuation fund....

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SMSF

Federal Treasury officials says retail super funds cannot be singled out for criticism and have cited industry fund failings around sponsorships, marketing activities and...

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Superannuation

Retail funds and self-managed superannuation funds have outstripped industry funds for member satisfaction mostly due to higher account balances, according to the latest ...

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Superannuation

While it is known that industry funds dominate performance, it is less known that the gap between industry and retail funds is widening, according to Industry Super Aust...

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Superannuation

Retail funds have beaten industry funds for numbers of females and independent directors they have on their boards....

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Superannuation

Superannuation is expected to have an outflow of funds as a result of the Budget super changes with retail master funds and wrap platforms the major beneficiaries, accor...

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People & Products

Netwealth has announced further expansion of its retail managed account offerings, adding Elston and Quilla to its managed accounts menu....

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Features

An increasing number of Australians are looking to pursue ethical investments outside of superannuation but, as Mike Taylor reports, there is a concern that some planners...

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Superannuation

It will be the end of some retail funds if investment returns are the focus of the default super fund criteria, SuperRatings believes....

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Superannuation

Retail funds will increasingly focus on the younger cohort of members as their balances rise and the older cohort begin drawing down their wealth and head towards retirem...

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People & Products

Alan Schoenheimer and Andrew Gale have been appointed as non-executive directors to the board overseeing NAB’s new super structure....

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Superannuation

Switching a member from an industry super fund to a retail master trust does not necessarily make them worse off, according to the Australian Prudential Regulation Author...

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Funds management

Index ETFs outperformed all managed funds, industry super funds and retail funds since 1992, according to financial writer, Gary Stone. ...

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Superannuation

Investment philosophy, and fund structure and governance have let down retail super funds, ISA believes....

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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 21 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 21 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