RETAIL FUNDS
Superannuation
Investment philosophy, and fund structure and governance have let down retail super funds, ISA believes....
Superannuation
Retail super funds outperformed industry funds for the month of July but are still under performing their counterpart over the longer term, according to Chant West....
Outsider
Outsider skimmed through Money Management’s Salary Survey to find some interesting results about education levels between planners in banks and their peers in the super s...
Outsider
Outsider notes that after looking closely at Chant West data, perhaps ISA’s David Whiteley’s call for an inquiry into why industry funds outperformed their retail counter...
Superannuation
Superannuation research and ratings house, Chant West, confirms industry funds have outperformed their retail counterparts on the back of unlisted assets where valuations...
Superannuation
Industry Super Australia has sought to reignite its campaign to ensure retail super funds are compelled to include all investment options on product dashboards....
Superannuation
A carve out of the bank-owned and retail super sector from requirements to disclose investment fees on product dashboards would prevent consumers from comparing the pair,...
Superannuation
Industry funds have regained their investment performance ascendancy on the back of their heavier exposures to unlisted assets. ...
Superannuation
A roundtable has concluded that the success of MySuper combined with more proactive industry funds makes it safe to remove default funds from industrial awards....
Superannuation
Retail super fund managers are likely to have an anxious Christmas, with more than one in four members reporting they are likely to switch funds over the next five years....
People & Products
Mortgage firm, MoneyQuest, recruits former Mortgage Choice chief executive, Michael Russell, as its new CEO and managing director....
Financial planning
ISA claims ASIC’s fee disclosure requirement update leaves consumers in the dark on fees charged by ‘for-profit’ superannuation funds run by banks. ...
Superannuation
The Grattan Institute’s Jim Minifie claims the Government’s changes to superannuation fund governance arrangements will work best if the Government avoids taking sides be...
Superannuation
Industry funds hold only a narrow lead in satisfaction over their retail counterparts, shrinking their strong market positioning. ...
Funds management
All retail managed funds recorded a negative growth rate for the June quarter, but managed to finish the 2014/15 financial year with a strong 10.1 per cent growth....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...