SUPERANNUATION FUNDS
Financial planning
A new research report into the burgeoning portfolio transition management business has uncovered a surprisingly large gap between the costs quoted for transitioning funds...
Financial planning
Small dealer groups will be the fastest-growing sector of financial planning in the next five years, says industry commentator Tom Collins....
Superannuation
Telstra Super is poised to become Australia’s first corporate superannuation funds to open its own in-house financial planning arm....
Superannuation
ING Financial Planning (INGFP) has expanded its capabilities in financial planning with the addition of superannuation administration and consulting group, Super Concepts...
Financial planning
Fund managers in New Zealand are being criticised for their decision to close many of their funds following the terrorist attacks in the United States earlier this month....
People & Products
Barclays Global Investors (BGI) has joined the rush to provide hedge funds to investors with the roll out of its own product, the BGI equity market neutral fund....
Superannuation
Former ACTU secretary Bill Kelty has backed member choice for superannuation funds putting his views at odds with most industry funds which have publicly campaigned for y...
Financial planning
Towers Perrin will supply investment advisory services for the Commonwealth Bank Group after being appointed asset consultants for the banking group....
Financial planning
Macquarie has rolled the latest development of its wrap account which it claims will negate the need for do it yourself (DIY) superannuation funds....
Financial planning
Small dealer groups will be the fastest-growing sector of financial planning in the next five years, says industry commentator Tom Collins....
Financial planning
The Financial Planning Association (FPA) has expressed disappointment at the rejection of the Choice of Fund Bill in the Senate on Wednesday....
Financial planning
Advisers who recommended using a lifetime annuity to escape a 1997 ruling on means tested unemployment benefits for people over 55 should consider revising the strategy i...
Financial planning
The recent round of strong one year numbers for Australian equities funds should be tempered with the knowledge that one year ago, the markets were being battered by the ...
Financial planning
New Zealand's superannuation scheme watchdog Geoff Rashbrooke has unexpectedly resigned his position before his contract was due to expire. ...
Superannuation
Superannuation looks likely to become a hot issue in the lead up to the federal election later this year....
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MARKET INSIGHTS
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...