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July 14, 2015

Productivity Commission: Retirees careful with lump sum payments

July 14, 2015/ Jessica Lloyd

A research papers examines whether lump sum super payments are causing an increase in Age Pension payments and how the current system encourages people to retire 'early'. 

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July 14, 2015/ Jessica Lloyd/ Comment
Productivity Commission
July 14, 2015

ASIC Hedge Fund Sector Report released

July 14, 2015/ Jessica Lloyd

The Australian hedge fund industry has been surveyed for IOSCO's international survey on hedge funds, covering 27 of Australia's largest hedge funds. 

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July 14, 2015/ Jessica Lloyd/ Comment
Funds News
IOSCO, ASIC
July 14, 2015

Direct investment platforms from BT and Aon Hewitt

July 14, 2015/ Jessica Lloyd

BT is now offering Go-Invest for investors who don't want to do it themselves; and Aon Hewitt has launched its superannuation direct investment platform. 

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July 14, 2015/ Jessica Lloyd/ Comment
Funds News
Aon Hewitt, BT Group
July 14, 2015

Long-term funds in Asia attract US$72 billion netflows during May-15

July 14, 2015/ Jessica Lloyd

Long-term funds in Asia attracting US$72 billion in net inflows, of which US$51 billion came from new fund launches in China during May-15.

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July 14, 2015/ Jessica Lloyd/ Comment
Strategic Insight
July 14, 2015

Academic planning journal in the pipeline

July 14, 2015/ Jessica Lloyd

Griffith University in partnership with the FPA is to produce a bi-annual financial planning academic journal. 

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July 14, 2015/ Jessica Lloyd/ Comment
FPA, Griffith University
July 07, 2015

ASFA study: super is benefiting the Budget

July 07, 2015/ Jessica Lloyd

ASFA has released a new research paper, A framework for assessing changes to superannuation tax policy showing that the Australian superannuation system is reducing Age Pension payments, among other positive Budget improvements. 

 

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July 07, 2015/ Jessica Lloyd/ Comment
ASFA
July 07, 2015

Collective action guidance improved for investors

July 07, 2015/ Jessica Lloyd

ASIC updates regulatory guidance for investors wanting to take collection active against companies. 

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July 07, 2015/ Jessica Lloyd/ Comment
ASIC
July 07, 2015

ETFs worldwide totalled US$18 billion in April-15

July 07, 2015/ Jessica Lloyd

After inflows of US$37 billion in March, flows to ETFs worldwide totalled US$18 billion in April 2015. 

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July 07, 2015/ Jessica Lloyd/ Comment
Strategic Insight
July 07, 2015

Challenger to offer its annuities to large super funds

July 07, 2015/ Jessica Lloyd

Challenger forms alliance with AAS to offer annuities to AAS clients. 

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July 07, 2015/ Jessica Lloyd/ Comment
Challenger, Annuities, Superannuation
July 07, 2015

Women over 45 twice as likely to be disabled from illness

July 07, 2015/ Jessica Lloyd

Insured women aged 45 are nearly twice as likely than men the same age to suffer disability derived from sickness, says new research from the FSC and KPMG. 

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July 07, 2015/ Jessica Lloyd/ Comment
Insurance News
KPMG, FSC
July 07, 2015

Yellow Brick Road launches tech and coaching service

July 07, 2015/ Jessica Lloyd

YBR launches mid-priced part-robo part-coaching financial advice program, GURU. 

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July 07, 2015/ Jessica Lloyd/ Comment
Funds News
Yellow Brick Road, Robo
July 07, 2015

Indigenous superannuation gets a morale boost

July 07, 2015/ Jessica Lloyd

Indigenous Australians get a boost to their super engagement with a working group set up to visit remote locations and help locals get access to their superannuation. 

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July 07, 2015/ Jessica Lloyd/ Comment
Funds News
ASIC, Superannuation
July 07, 2015

CommInsure launches annuities on retail platform

July 07, 2015/ Jessica Lloyd

CommInsure's annuities are now available on CFS platforms. 

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July 07, 2015/ Jessica Lloyd/ Comment
Funds News
CommInsure, Annuities
July 07, 2015

Frydenberg suggests 60% on hybrid commission structures

July 07, 2015/ Jessica Lloyd

The latest life insurance  reform proposal has been released by the Assistant Treasurer. 

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July 07, 2015/ Jessica Lloyd/ Comment
Insurance News
FoFA
July 01, 2015

Global investors deposit net US$136 billion into long-term funds

July 01, 2015/ Jessica Lloyd

During April, investors deposited a net US$136 billion into long-term funds globally.

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July 01, 2015/ Jessica Lloyd/ Comment
Funds News
Strategic Insight
June 18, 2015

Global ETF FlowWatch – March 2015 Results

June 18, 2015/ Jessica Lloyd

Worldwide ETFs attracted US$38 billion of inflows in March, bringing the total for the first quarter of 2015 to just shy of US$100 billion...

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June 18, 2015/ Jessica Lloyd/
Strategic Insight
June 18, 2015

Global FlowWatch – March 2015 Results – Highlights:

June 18, 2015/ Jessica Lloyd

For the month of March, investors deposited a net US$146 billion into long-term funds globally...

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June 18, 2015/ Jessica Lloyd/
Strategic Insight
June 18, 2015

New Funds in Global Markets – Q1 2015 - Asia, Europe, Cross-Border

June 18, 2015/ Jessica Lloyd

Long-term new funds in Asia, Europe, and Cross-Border markets gathered $81 billion...

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June 18, 2015/ Jessica Lloyd/ Comment
Strategic Insight
June 18, 2015

New BNP, CFS Investec funds launched

June 18, 2015/ Jessica Lloyd

BNP has launched the EM equity fund, a global emerging-market equity fund for both institutional and retail investors in Australia.

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June 18, 2015/ Jessica Lloyd/ Comment
Funds News
BNP Paribas, Colonial First State, Investec
June 18, 2015

Genesys advisers head to Magnitude

June 18, 2015/ Jessica Lloyd

Over 20 advisers previously authorised under AMP’s Genesys Wealth Advisers recently switched to BT’s Magnitude dealer group, rejecting the offer of ‘three times margin payment’ offered by AMP if they stayed in the network. 

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June 18, 2015/ Jessica Lloyd/ Comment
Genesys Wealth Advisers
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