RETAIL FUNDS

Financial planning

Australia’s total superannuation assets broke the $700 billion barrier during the quarter to March 31, 2005....

Financial planning

Employees who leave wholesale corporate superannuation funds in favour of retail funds could be financially harmed and may end up paying fees double or triple those of th...

Superannuation

No one has been particularly surprised at the recent clash which has erupted between industry and retail super funds over the issue of choice, but the DIY super sector ha...

Financial planning

The Federal Opposition has imposed itself on the debate into commission payments in the superannuation industry, using Australian Prudential Regulation Authority data to ...

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 ...

Editorial

Strong performance by IOOF’s funds management arm, Perennial Investments, has boosted the financial services group’s half year results....

Financial planning

Why did two fund managers with investment cred and strong retail brands feel the need to push into platforms? As Liam Egan found, they were both covering their assets....

Financial planning

The looming choice of fund rules are beginning to have a positive impact on superannuation fees, as retail providers cut costs to compete with cheaper industry and not-fo...

Financial planning

The impending choice regime has had little impact on the prosperity of the $71.9 billion industry fund market which reaped the strongest inflows in the superannuation sec...

Funds management

Boutique investment group, Aurora Funds Management (AFM) has launched it’s first offering to the domestic market one year on since it’s inception in the latter half of 20...

Financial planning

Small superannuation funds experienced the highest growth during the March 2004 quarter, contributing to an overall sector increase of 3.6 per cent and taking total super...

Financial planning

There is anticipation in the air for Tynan Mackenzie this year. Not only does 2004 mark the group’s 10th year in business, it will also see new business initiatives come ...

Financial planning

InvestmentLink will now integrate the first full service wrap into its e-Portfolio service, with Netwealth’s wrap to be offered through the hub....

Financial planning

Actuarial group Rice Walker has predicted Australian superannuation assets will more than double in the next ten years, though it suggests this may not be enough for pres...

Financial planning

Superannuation assets rose 3.2 per cent to reach just shy of $550 billion at the end of the September quarter 2003, according to the Australian Prudential Regulation Auth...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 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 ...

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago