Industry super funds trump retail

26-Apr-2017

The latest SuperRatings data has again raised questions about the major banks’ involvement in the superannuation system, with bank-owned super funds underperforming industry funds for over a decade, according t.. Read More

Industry super funds trump retail

26-Apr-2017

The latest SuperRatings data has again raised questions about the major banks’ involvement in the superannuation system, with bank-owned super funds underperforming industry funds for over a decade, according t.. Read More

New FPA campaign busts advice myths

26-Apr-2017

A new national campaign launched by the FPA on Monday would aim to promote the benefits of seeking an adviser with the association’s certified financial planner (CFP) designation, while dispelling the myth that.. Read More

Shift in-house sees Fortnum appoint Thomas

26-Apr-2017

Non-aligned dealer group Fortnum Private Wealth will bring a number of its compliance and audit functions in-house as a result of a restructure in which a former BT national manager has been appointed to the newly cr.. Read More

ABA stretches reform timeline

26-Apr-2017

The Australian Bankers’ Association (ABA) has extended the time frames for four of the six initiatives it has proposed to reform the code of banking practice, but will introduce interim steps to reach the objec.. Read More

Small caps, fixed income drive mFunds trades

24-Apr-2017

Surging interest from investors in gaining access to actively managed fixed income and small cap Australian equities exposures has seen the ASX’s mFunds settlement service double its total market capitalisation.. Read More

Opinion - Active approach key to ethical success

24-Apr-2017

As ethical investing has evolved over the past 20 years into the wider consideration of environment, social and governance (ESG) issues, so has the way professional investors approach and assess all the elements invo.. Read More

AFA Excellence in Education award opens

21-Apr-2017

The call for nominees for the Association of Financial Advisers’ (AFA) 10th Excellence in Education Award has gone out, with the association searching for the most outstanding commitment to lifelong learning an.. Read More

Bond funds turning tide for active

21-Apr-2017

While the age old debate between active and passive strategies continues to place greater strain on the performance of active managers in a climate of low growth and low returns, the recent performance of active bond.. Read More

Estate planning key to changing demographics

21-Apr-2017

Australia’s aging population offers an opportunity for advisers to differentiate themselves by providing comfort and reassurance around estate planning and testamentary trusts, according to Australian Unity Tru.. Read More

Investor exposure to banks spells danger

20-Apr-2017

Households were triply exposed to the banking sector from their term deposits, bank shares and investment properties thanks to the big four banks’ success in dominating investors’ asset allocation through.. Read More

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