Master trust report – facts and figures methodology
All figures featured in Money Management’s Master Trust and Wraps report represent the retail platform universe only — that is, retail monies sourced via administration platforms.
All research has been produced for Money Management by Fund Market Monitor, which tracks the total public Australian funds industry.
This is a joint venture publication between Plan For Life and brillient! Plan for Life conducts all data collection and management, while brillient! examines this data and highlights any key trends and points of interest.
The Fund Market Monitor platform universe is $252.2 billion in size, and is the most comprehensive and accurate database currently available.
However, readers should bear in mind that all entities included in this research are asked to self-report, and while audit checks are in place, the research relies on the accuracy and honesty of all participants.
AUTHOR
Recommended for you
Wealth Data has revealed the top five licensees for financial adviser growth over the September quarter, with more than 150 advisers joining in Q3 overall.
Former Sydney financial adviser, David Valvo, has pled guilty in court to a charge of dishonest conduct.
Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according to an FBAA executive.
AMP has reported its Q3 results and provided a progress update on the divestment of its advice division to Entireti.
