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Adviser associations band together

Eight of Australia’s largest financial advice industry associations have joined forces to oppose the design of the compensation scheme of last resort, contained in draft legislation released for public consultation. The Financial Services Royal Commission recommended the establishment of a compensation scheme of last resort to compensate consumers once all other avenues had been exhausted….

Ishan Dan | 16th Aug 2021 | More
Are you reframing the future of asset management or is it reframing you?

Ernst and Young (EY) has released a research publication titled the “Future of asset management.” As the title suggests, a transformation in the way asset managers are positioned, and their global outlook, is required, so that long-term value can be created for all stakeholders. EY says: “The industry needs to rethink its purpose and position…

Ishan Dan | 22nd Jul 2021 | More
  • Another bumper year for super funds despite the pandemic

    Superannuation research house Chant West, part of the Zenith Investment Consulting group, this week published their quarterly performance update on the industry fund sector. Despite the volatility experienced in March, which spanned both bond and equity markets, returns continue to surprise on the upside in March. Chant West’s research seeks to differentiate between the, at…

    Drew Meredith | 26th Apr 2021 | More
    Eleven new super funds gain AAA ratings from Rainmaker

    As the industry fund sector embarks on what will be a busy and decade shaping year, Rainmaker’s recent release of its latest batch of AAA-rated super funds couldn’t be more timely. The research house seeks to assess the quality of 692 products issued by 178 superannuation funds, including both industry or so-called “not for profits”…

    Staff Writer | 6th Apr 2021 | More
  • Industry super fund returns impacted by volatility

    According to Chant West Research, the median ‘Balanced’ industry super fund delivered a return of 3.0% for the entirety of 2020; not a bad result but not shooting the lights out either. There is little doubt it was a very difficult year for investors and the world in general, faced with a health crisis that…

    The Inside Adviser | 4th Feb 2021 | More
    Is internalisation the best way forward?

    It was surprising to hear that one of the Platinum Asset Management’s top performing managers, Joseph Lai, Portfolio Manager of the Platinum Asia Fund, had left the firm over Christmas. The fund had performed exceptionally well in 2020 and was a highlight of an otherwise difficult year for the ‘value’ shop which saw the trend…

    Drew Meredith | 14th Jan 2021 | More
    Eaton Vance Monthly Market Monitor

    Embracing technology to improve profitability Net Wealth released their latest Adviser Tech white paper, once again exposing the slow adoption of technology in by financial advisers around the country. The report details the many new outsourcing and digital applications available to make advisers jobs easier, yet the industry remains hamstrung by the requirements of other…

    Eaton Vance | 19th Aug 2020 | More
    UniSuper appoints chief risk officer

    The $85 billion industry fund for the higher education and research sector has finally filled the position of chief risk officer with the appointment of Andrew Raftis after Ruby Yadav resigned in December 2019. Raftis has over 20 years in compliance roles internationally including chief risk officer at AXA Asia Pacific, chief internal auditor of…

    Annabelle Dickson | 24th Jun 2020 | More
    Australian Super picks executive

    Australian Super has appointed former Coles executive Sarah Adams as group executive, strategy, brand and reputation. She joins from Bushfire Recovery Victoria where she was executive director of communications and stakeholder relations. Prior to that, she was general manager of corporate affairs at Coles and held senior leadership positions within the Federal Government. First Sentier…

    Annabelle Dickson | 3rd Jun 2020 | More
  • Forget more compulsory super

    The Grattan Institute has released its submission to the government’s retirement incomes review, a review called in anticipation of five annual increases in compulsory superannuation contributions, scheduled to begin in July 2021.

    Brendan Coates | 3rd Mar 2020 | More
    Restore tax in the super pension phase

    The government’s retirement income review is being told our current tax and benefit treatment of retirement incomes is a mess.

    Kevin Davis | 26th Feb 2020 | More
    The rise and fall and rise again of businesses serving more than just their shareholders

    What’s the purpose of a business? For a long time, the textbook answer to that question has been purely “to make as much money as possible for its shareholders”. But business leaders – who often themselves get huge payouts from this model – are beginning to challenge this orthodoxy.

    Pushan Dutt | 29th Oct 2019 | More