SUPER FUNDS

Financial planning

The financial services technology firm has officially launched its digital advice and education solution for superannuation funds and other industry players....

Superannuation

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

People & Products

Financial advice platform Otivo has made an experienced appointment from the US as its head of product strategy....

Funds management

Investors are suffering from decision paralysis with the volume of choice available, according to the CEO of Morningstar, and the industry would be wise to improve their ...

Financial planning

The FAAA has called for APRA to update the sole purpose test to reflect changes under the Quality of Advice Review for super funds to provide advice....

People & Products

As the year comes to a close, Money Management has collated the top 10 most read stories of 2023 – from super fund performance to financial advice reforms....

Superannuation

Superannuation funds experienced negative performance in October, the third consecutive month that funds have reported losses. ...

Superannuation

In a letter addressed to Minister Stephen Jones, Senator Andrew Bragg has asked for a clear timeline for action on addressing super complaints regarding delays in death b...

Financial planning

ASIC believes there is a “chicken and egg” situation when it comes to product development under the Retirement Income Covenant as super funds and firms are unsure if prod...

Funds management

A quarter of fund managers surveyed by Frontier have named the move towards internalisation by super funds as the biggest challenge to their business as they seek to reta...

People & Products

There were over 20 winners at the 2023 Super Fund of the Year Awards, including the recipient of the prestigious Fund of the Year Award....

People & Products

The software provider has signed on as a partner of the 10th annual Super Fund of the Year Awards, taking place in Melbourne on 25 October....

Superannuation

TelstraSuper, Aware Super, Australian Retirement Trust, HESTA, and UniSuper are some of the prominent super funds that have qualified as finalists this year....

Financial planning

The law “should not continue to assume that financial advice is being given by a person”, according to Michelle Levy, as she hints that advice from superannuation funds c...

Superannuation

In line with the fund’s digital transformation project, Aware Super’s new portal enables independent financial advisers to more efficiently manage clients’ investment opt...

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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...

2 weeks 6 days ago

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

3 weeks 4 days ago

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

4 weeks 1 day ago

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

4 days 23 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 ago

Former Magellan managers Kris Webster and Michael Poulsen have shared their learnings from setting up and running their own boutique fund manager Canopy Investors this ye...

1 day 22 hours ago