RETAIL FUNDS

Funds management

The Australian unlisted core wholesale property fund market has stabilised, returning 2.2 per cent in the June quarter....

Superannuation

Those establishing SMSFs can come from almost any background....

Superannuation

SMSFs continue to dominate super assets, but are not fastest growing....

Financial planning

New Roy Morgan Research reveals the degree to which industry funds have gained an edge in the minds of members....

Superannuation

Super assets grew in the March quarter with SMSFs continuing to dominate....

Financial planning

New data from the Australian Prudential Regulation Authority suggests the co-contributions regime has lost some of its initial gloss....

Financial planning

CFS has revamped its FirstChoice Wholesale platform to offer fees lower than industry funds....

Superannuation

SMSFs have been confirmed as the largest segment of the superannuation sector, but average balances are still below $500,000....

Financial planning

Alternative strategies, particularly those with a commodities theme, have attracted solid inflows....

Editorial

Robert Keavney recognises the trend for industry super funds to establish financial advice businesses, like their retail competitors. But he asks the question: Whose mone...

Superannuation

Industry funds remain the fastest-growing segment of the mainstream superannuation sector....

Superannuation

Super assets take hit in June quarter with corporate funds most exposed, but annualised data remains positive....

Financial planning

With commissions in super now on the way out, it's time for the public relations campaign run by industry funds to end, according to the principal of business broking fir...

Financial planning

Master trusts have outperformed industry funds in the year to June 2010, but only for the second time in the past decade, according to latest figures from Chant West....

Financial planning

Contrary to the concerns of many in the financial planning industry, the vast majority of phone-based intra-fund advice services offered by industry funds are manned by f...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 4 weeks ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks ago

Distribution of private credit funds through advised channels to retail investors will be an ASIC priority for 2026 as it releases the results of its thematic fund survei...

4 weeks 1 day ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

3 days 10 hours ago
moneymanagement logo