RETAIL FUNDS

Superannuation

Consumers are most interested in knowing the difference between industry and retail super funds, super fees, and life insurance within super, according to CANSTAR....

image
Financial planning

Industry Super Australia has told the Australian Prudential Regulation Authority that retail super funds are disguising investment costs via the use of platforms....

image
Superannuation

As competition continues between industry and retail funds, new research released by CoreData suggests the industry fund sector has nudged in front when it comes to brand...

image
Superannuation

Retail superannuation funds have continued to close the returns gap with industry funds....

image
Superannuation

The domination of industry super funds in the modern award system has left virtually no market for higher performing, lower fee funds, according to the Financial Services...

image
Superannuation

Industry superannuation fund members with balances of more than $250,000 are more satisfied with their funds’ performance then those who invested with retail funds, a sur...

image
Superannuation

Consumer satisfaction with the financial performance of superannuation has climbed to its highest point since the global financial crisis according to research conducted ...

image
Financial planning

OneVue has announced a merger with Select Asset Management...

image
Superannuation

Chant West data showed super funds saw positive growth in July, with the median growth fund (61-80 per cent growth assets) producing 1.2 per cent...

image
Superannuation

Industry Super Australia has claimed the outperformance of industry funds highlights the need for the separation between product and advice in the retail sector....

image
Superannuation

Superannuation funds must change their asset allocation to accommodate the evolving income and liquidity requirements of members, Mark Thomas writes....

image
Superannuation

Customers are most satisfied with the financial performance self-managed super funds, compared to industry or retail funds, Roy Morgan data showed....

image
People & Products

Hunter Hall appoints former AMP Capital staffer Barbara Glover as head of retail sales....

image
Superannuation

Most superannuation funds simply rebranded existing balanced default options as their MySuper offering under MySuper changes, new research finds....

image
Funds management

After five years of negative quarterly cash flows, retail FUM appear to be gaining momentum – recording growth for the third consecutive quarter....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

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 20 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