RETAIL FUNDS

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....

Financial planning

Industry funds held significantly more pension members than retail funds but risked losing them due to a large advice capability gap. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 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 ...

5 months ago

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

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago