The SPIVA Australia Scorecard measures the performance of actively-managed funds compared with the relevant S&P indexes. Results from the most recent Scorecard are not pretty for active managers.
Author Archive | Les Goldmann
The little-known Pension Loans Scheme allows asset-rich but cash-poor retirees to top up their part-pension income to the full amount via a loan from the government, effectively unlocking the value of their assets.
The latest research report by Roy Morgan shows banks have a poor track record in selling superannuation services to their existing retail banking customer base and it may represent a significant opportunity.
The branding of financial planners is causing confusion among consumers, according to a recent report by Roy Morgan Research. Many clients are unaware when the ownership structure involves one of the major banks.