Following an intensive period of industry consultation, the structure and inclusions of Fishtank’s Social Media Intelligence (SMI) focused on Australian Investment Management and Superannuation have now been finalised. The next report containing agreed refinements will be available to subscribers in mid July and cover the period from January
Read more →We came across this commentary while reading the Perpetual Limited, Management’s Discussion and Analysis of Financial Condition and Results of Operations (MD&A) for the six months ended 31 December 2012, and thought it was a useful summation of how the the Australian regulatory environment continues to be subject to significant
Read more →A wave of regulatory change, combined with the shifting needs of advisers in the self-managed super (SMSF) fund space, could serve to drive financial advisers away from platform-based investment strategies. Senior technical manager at Colonial First State Craig Day told InvestorDailythat a lot of SMSF advisers are now
Read more →“The irony is advisers who are still getting trail commission – if the only ongoing fee they get is via that trail commission method through the product fee in this scenario – where’s the incentive for them to move to a fee-for-service model?” Earlier posts have drawn
Read more →Given the pending reality of the RDR we have had an obvious focus (both in terms of articles and client work commitments) to the UK retail fund market , there are however a number of really interesting ‘RDR type’ discussions taking place in other regions where we work
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