RETAIL FUNDS

Superannuation

The rhetoric around the industry versus retail funds debate appears to have overshadowed years of cooperation between the two industry segments, according to a submission...

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Funds management

Trustee Partners have approved the inclusion of the DomaCom Fund as an investment option for their retail superannuation fund....

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SMSF

Federal Treasury officials says retail super funds cannot be singled out for criticism and have cited industry fund failings around sponsorships, marketing activities and...

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Superannuation

Retail funds and self-managed superannuation funds have outstripped industry funds for member satisfaction mostly due to higher account balances, according to the latest ...

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Superannuation

While it is known that industry funds dominate performance, it is less known that the gap between industry and retail funds is widening, according to Industry Super Aust...

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Superannuation

Retail funds have beaten industry funds for numbers of females and independent directors they have on their boards....

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Superannuation

Superannuation is expected to have an outflow of funds as a result of the Budget super changes with retail master funds and wrap platforms the major beneficiaries, accor...

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People & Products

Netwealth has announced further expansion of its retail managed account offerings, adding Elston and Quilla to its managed accounts menu....

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Features

An increasing number of Australians are looking to pursue ethical investments outside of superannuation but, as Mike Taylor reports, there is a concern that some planners...

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Superannuation

It will be the end of some retail funds if investment returns are the focus of the default super fund criteria, SuperRatings believes....

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Superannuation

Retail funds will increasingly focus on the younger cohort of members as their balances rise and the older cohort begin drawing down their wealth and head towards retirem...

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People & Products

Alan Schoenheimer and Andrew Gale have been appointed as non-executive directors to the board overseeing NAB’s new super structure....

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Superannuation

Switching a member from an industry super fund to a retail master trust does not necessarily make them worse off, according to the Australian Prudential Regulation Author...

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Funds management

Index ETFs outperformed all managed funds, industry super funds and retail funds since 1992, according to financial writer, Gary Stone. ...

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Superannuation

Investment philosophy, and fund structure and governance have let down retail super funds, ISA believes....

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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 ago

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

3 weeks 5 days 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. ...

5 days 21 hours 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. ...

1 day 12 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago