RETAIL FUNDS

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...

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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...

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Superannuation

The latest APRA data has confirmed the way recovering markets have boosted the fortunes of SMSFs and retail master trusts....

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Financial planning

Investor confidence will be strengthened by solid superannuation returns for the September quarter, according to Investment and Financial Services Association (IFSA) chie...

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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...

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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...

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Financial planning

The industry funds campaign against financial planners' commissions may benefit the retail funds sector, writes Robert Keavney....

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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...

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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....

Financial planning

$38 billion lost in December 2008 quarter....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 3 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 1 day ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 3 days ago