RETAIL FUNDS

Superannuation

Total estimated assets for the superannuation fund sector rose by $192.2 billion to $1.51 trillion over the 12 months to 31 December 2012, according to APRA. ...

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Superannuation

As the competition between SMSFs and the more mainstream industry and retail super funds continues to evolve, the solution for many Australians may lie in balancing both ...

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Life/Risk

Industry funds use APRA research to query retail super funds utilising in-house group insurance products....

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Editorial

Magellan Financial Group has reported net inflows of $282.8 million over the month to 31 October, growing its funds under management to $4.85 billion....

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Superannuation

AIST accuses Federal Opposition and retail funds of driving attacks on industry fund governance model....

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Superannuation

It is actually retail superannuation funds rather than industry funds that need to improve their disclosure standards, according to the Industry Super Network. ...

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Superannuation

MySuper may be the factor which sees retail funds beat industry funds on price....

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Superannuation

The Industry Super Network claims the latest data on super returns proves long-term performance can be justified as a criteria for selecting default funds....

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Funds management

Boutique fund manager Bennelong Funds Management has shone a light on the competitive pressures facing managers in the current environment, saying that boutiques are shut...

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Financial planning

Retail funds grew 4.6 per cent in the March quarter to $510 billion but were still down slightly over a 12-month period, according to Plan For Life data....

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Superannuation

According to APRA's superannuation overview for March 2012, total contributions have risen from the March 2011 quarter, although employers are stepping up for members who...

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Financial planning

National Australia Bank Asset Servicing has won the custodial and administration services mandate for Maple-Brown Abott's retail funds....

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Funds management

New Plan for Life data details likely growth in retail managed funds over next decade....

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Superannuation

APRA admits it has never had data on how commissions impact superannuation balances....

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Superannuation

Consolidation is continuing to impact the broader superannuation industry, according to data contained in an ASFA submission to the Productivity Commission....

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MARKET INSIGHTS

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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...

1 week 1 day 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...

1 week 1 day 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 2 days 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 2 weeks 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 2 weeks ago