Investment

Research

Fate of investment consultants in advisers’ hands

Institutional asset consultants like JANA will fancy their chances muscling in on more thinly resourced investment consultants but relationships advisers have with this group will determine whether many 'fall by the wayside'.

Matthew SmithMay 6, 2020

Research

Dividend cull sparks retirement income rethink

With the sanctity of franking credits and now bank dividends under threat, there are no sacred cows for retirees anymore. Some old and some new ways to generate income are emerging, and advisers are being called upon to assess them.

Tahn SharpeMay 5, 2020

Mayfair swerves court ruling with new ‘wholesale’ offer

With payments suspended and a host of advertising restrictions over their heads, Mayfair 101 has carefully worded the launch of a new product targeted at ‘qualified’ investors.

Tahn SharpeApril 23, 2020

Investment

Liquidity a ‘furphy’ that clouds bigger issue

Ahead of an expected surge in hardship provision claims, Frontier Advisors' Andrew Polson said the real issue for superannuation was its lack of purpose.

Elizabeth FryApril 22, 2020

Research

15 super funds on SuperRatings ‘priority’ list

The prominent super fund researcher will be knocking on doors this week to consider the appropriateness of ratings among certain strategies and products in light of new liquidity concerns.

Matthew SmithApril 22, 2020

Research

Industry super crisis reveals blind spots in APL research

As industry funds scramble to manage a liquidity squeeze, out-of-cycle asset mark-downs and burgeoning cohort risks, the entire chain of responsibility behind APLs and super fund recommendations will come into question.

Tahn SharpeApril 9, 2020

Debt & Fixed Income

Super funds and illiquid assets: Time of reckoning has arrived

Everyone in the research and investment community knew funds would need to navigate issues relating to their large exposure to illiquid assets at some point, Dominic McCormick writes.

Dominic McCormickApril 7, 2020

Investment

Sunsuper sees ‘overwhelming flow’ of unadvised members flocking to cash

As unadvised superannuation fund members panic-sell their way to the cash, advisers and their clients are heeding the lessons learnt in the global financial crisis.

Tahn SharpeMarch 25, 2020