Industry funds surpass bank-owned funds

24-Jul-2017

Independent data measuring the performance of Australia’s superannuation funds showed the performance gap was widening between not-for-profit industry super funds and for-profit retail super funds. The la.. Read More

Intermediaries driving ETF evolution

25-Jul-2017

The growing acceptance of exchange-traded funds (ETF) by intermediaries such as financial planners and stockbrokers was one of the key catalysts that would help spur the maturation of Australia’s ETF sector in .. Read More

New Vertium fund to target retirees

25-Jul-2017

Current retirement income funds failed to account for the different investment needs of retirees and a new approach was needed to help deliver regular income, preserve their retirement savings and grow capital in a r.. Read More

Consider practicalities of managed accounts

25-Jul-2017

Advice groups looking to implement managed accounts within their business should look at some of the practicalities before rolling out the popular investment vehicles, according to a panel of industry experts. A.. Read More

Industry funds surpass bank-owned funds

24-Jul-2017

Independent data measuring the performance of Australia’s superannuation funds showed the performance gap was widening between not-for-profit industry super funds and for-profit retail super funds. The la.. Read More

Aussie shares shine despite mining decline

24-Jul-2017

The end of the mining boom saw many investors dismissive of the Australian economy, but the local equity market still presents many strong opportunities, particularly within the financial services sector, according t.. Read More

Rise of passive could hit inflection point

24-Jul-2017

While the increasingly fee-conscious nature of Australian investors has seen greater pressures on active managers and a swing towards passive, the tides may be about to turn and current market conditions presented a .. Read More

Managed accounts uptake sees broader appeal

24-Jul-2017

Managed accounts are no longer the domain of high net worth individuals as more than 40 per cent of advisers believe they are appropriate for lower balance clients, with the independent financial adviser market being.. Read More

Opinion – Income can be protected from rising rates

21-Jul-2017

Many market commentators have warned that investors face significant losses on their income portfolios as yields around the world begin to rise from record lows. Their warnings gained some validity when bond yie.. Read More

Affinity purchase offers advice to all stages

21-Jul-2017

Wealth management firm Affinity Group has launched a Brisbane practice offering ‘life cycle’ advice services by purchasing 50 per cent of a practice formerly operating under AMP advice group Hillross. .. Read More

ASIC bans PIS adviser for dishonest conduct

21-Jul-2017

A former Professional Investment Services (PIS) financial planner has been permanently banned from providing financial services for engaging in dishonest conduct and misleading clients. Between September 2010 an.. Read More

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