Peak passive: 3 reasons why passive share may top out

  The upwards march of passive market share seems unstoppable. But there are reasons to think why, in some institutional segments at least, market-cap passive share may peak soon. 2018 was a tough year for active asset managers. Market volatility hurt profitability while the spectre of customer migration from active management to passive had a […]

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AustralianSuper builds $70m war chest

AustralianSuper builds $70m war chest The last few years have seen AustralianSuper dominate the pensions landscape in Australia, topping the charts in terms of net flows year after year. The fund has never been afraid of making some big decisions (think of the internalisation of investment that has occurred over the last few years) and […]

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Beyond Rollovers

Topics in 401(k) Distribution: Fifth in a Series Rollover IRAs are by far the most important practice focus for most 401(k) advisors, apart from 401(k)s themselves.  SEPs, SIMPLEs, single-person 401(k)s and other business services sold to decision makers at plans they advise aren’t far behind. What does this tell us about 401(k) advisors? It tells […]

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Revenue Realignment

Topics in 401(k) Distribution: Fourth in a Series TPA firms which administer 401(k) plans live mainly on 401(k) billed service fees, that’s not startling information.  What is perplexing is that after growing steadily for years, the share of TPA firm revenue associated with these fees has declined slightly since 2016. In the nine years to […]

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Advice fees but no service: a question of criminal law

  The threat to vertical integration has receded but financial advice is under attack. Ongoing fees underwrite the economics of advice, but if services are not delivered, a crime may have been committed. The final report of Australia’s Financial Services Royal Commission was released on Monday; on Tuesday the share prices of banks and wealth […]

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Tale of 3 members

In the tale of three member’s article, we look at the reasons why you should stay invested when moving between jobs. Tale of 3 members

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Royal Commission quietly decimates advice industry

With quiet fury, Commissioner Hayne handed down his report. His commentary was scathing. The participants in Australia’s financial system (including its regulators) have been taken to task for greed and ineptitude. The recommendations are extensive, 76 in all; but on reading the 10 relating to financial advice and another 9 focussing on superannuation, you could […]

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What happened in 2018

2018 was earmarked to be one of healthy, synchronised global growth, however it did not turn out as planned. The year ended up a tough one for investors, and most investments struggled locally and abroad.  Click on the link below to read about the top contributors to the negative impact on the investment markets. Read […]

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