RETAIL FUNDS
Funds management
After five years of negative quarterly cash flows, retail FUM appear to be gaining momentum – recording growth for the third consecutive quarter....
Superannuation
Satisfaction with the performance of superannuation funds has returned to pre-GFC levels, Roy Morgan research has found....
Superannuation
ISA uses SuperRatings figures to point to industry fund out-performance over retail funds. ...
Superannuation
The Corporate Super Specialists Association has questioned whether cost should be the only criteria in determining the value of industry fund MySuper offerings....
Superannuation
SuperRatings claims industry funds are still cheaper in a MySuper environment and more likely to transfer members promptly....
Superannuation
New research reveals wide differences in costs of MySuper products but a narrowing in the gap between industry fund and retail products....
Superannuation
Australians are more impressed superannuation funds performance with the satisfaction gap between industry and retail funds narrowing....
Financial planning
Industry fund members are less involved when it comes to planning for the future than members of other types of superannuation funds, latest report finds....
Financial planning
Financial advice has remained the major issue in almost all areas of investment-related complaints filed with the Financial Ombudsman Service. ...
Superannuation
New research confirms that those migrating from retail master trusts and industry super funds to SMSFs are motivated by returns and fees....
Superannuation
Retail superannuation funds still lag behind industry funds in terms of customer satisfaction, research shows....
ISN is urging financial advisers to recommend industry super funds based on long-term returns....
Funds management
Macquarie Group has reaped the benefits of integrating Perpetual’s Private Wealth Platform into its wrap business, recording a 46.7 per cent increase in retail managed fu...
Funds management
Nearly four years after departing Deutsche to establish Ironbark, Chris Larsen announces acquisition of Deutsche Asset Management Australia....
Superannuation
APRA’s latest superannuation data is out – super assets have increased by approximately 13.5 per cent over the year to March....
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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...