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

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

1 month 1 week ago

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

1 month 2 weeks ago

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

1 month 2 weeks ago

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

3 weeks 4 days 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. ...

2 weeks 6 days ago

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...

2 weeks 5 days ago