FUNDS MANAGEMENT

Editorial

The old adage that managed funds launched in a short space of time and/or pursuing specific themes can herald poor future returns has a great deal of validity, warns Juli...

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Superannuation

Median growth fund returns 19.3 per cent for one year and 6.8 per cent over 10 years....

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Editorial

ANZ reports solid nine months but, like others, has issues with lapse rates....

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Funds management

Over the 30 years to 30 June 2013, major asset class indices have returned between 8.2 per cent and 11.6 per cent per annum, led by Australian shares, Vanguard’s 2013 Ind...

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Funds management

BOQ hit by $34.5 million in refunds to 4 per cent of its customer base....

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Funds management

A former director of Trio who says he departed his role long before the collapse and after citing governance issues has strongly criticised APRA....

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Queensland LNP Government appoints Hockey’s wife to QSuper board....

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Superannuation

New research claims industry funds are unlikely to regain their competitive advantage and warns the default fund regime will not benefit employers....

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Funds management

Wilson Asset Management Active has recorded a 280 per cent increase in net profit after tax for the year to 30 June 2013. ...

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Financial planning

The Queensland Supreme Court has appointed David Whyte of BDO as a receiver to wind up the LM First Mortgage Income Fund....

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Funds management

The unsustainable nature of emerging Asia businesses highlights the importance of taking an active management approach and maintaining a high degree of conviction when in...

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Superannuation

The Federal Opposition lodges questions on underlying costs of MySuper products....

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Funds management

In a final act before the election, the Government has refined the Managed Investment Trust regulatory regime....

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Financial planning

Key elements of the Government’s financial services agenda have been rendered still-born by the election....

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Superannuation

ASFA warns that narrow rules around three working day rollovers could have negative impacts....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 3 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 1 day ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 1 day ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

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Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 days 8 hours ago