RETAIL FUNDS
Financial planning
New APRA research has identified a wide disparity between the fees being paid by retail funds and not-for-profits for very similar services....
Financial planning
Australia’s total estimated superannuation assets increased by 2.6 per cent in the March 2010 quarter to $1.26 trillion....
Editorial
It may have taken 10 years, but predictions that the platform market would shrink to a handful of providers have finally come true. Yet Jason Spits discovers that it's no...
Funds management
Former Westpoint director Norm Carey is planning a return to property development but says he doesn't plan on using retail funds, according to an article in The Australia...
Superannuation
The latest APRA data has confirmed the way recovering markets have boosted the fortunes of SMSFs and retail master trusts....
Financial planning
Investor confidence will be strengthened by solid superannuation returns for the September quarter, according to Investment and Financial Services Association (IFSA) chie...
Financial planning
AMP argues for changes to fund categorisation - a move that would eliminate the distinction between industry funds and retail master trusts....
Financial planning
The global financial crisis appears to have dampened enthusiasm for superannuation co-contributions, but industry funds are winning the battle of rollovers....
Financial planning
Positive market movements responsible for performance of funds....
Financial planning
Fund performance data released by the Australian Prudential Regulation Authority offers consumers very limited assistance in checking the relative performance of super fu...
Financial planning
Funds manager Perennial Investment Partners believes advisers remain reluctant to encourage their clients to invest outside of cash since it released research on investor...
Financial planning
The industry funds campaign against financial planners' commissions may benefit the retail funds sector, writes Robert Keavney....
Financial planning
The Parliamentary Joint Committee on Corporations and Financial Services is undertaking an inquiry, the terms of reference of which include the role and remuneration of f...
Financial planning
Retail investors hit hard trying to choose their own specialist funds; not interested in third party distribution....
Financial planning
Director of Putnam Australia's retail business, Peter Walsh, and recent recruit Tim Meggitt will depart their roles later this week....
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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...