The rise of boutique fund managers has been propelled by their ability to deliver at a time when institutional fund managers are finding it tough. MARK KNIGHT reports on ...
Consolidating overseas superannuation money has a reputation for being hard to expedite. FIONA MOORE reports on what the process involves and how it can provide your clie...
SO YOU have built yourself a nice new investment platform and you want financial planners to use it....
Many master trust and wrap platforms will not meet their reporting deadlines to financial planners and their clients for the financial year just passed....
The success of Australia’s Listed Property Trust (LPT) sector is driving the products, and those who invest in them, increasingly offshore. GEORGE LIONDIS reports....
Macquarie Wrap Solutions has claimed the top place in funds inflows for discretionary master trusts and wraps after recording inflows of $1.2 billion during the March qua...
Lonsec has downgraded two of Rothschild Australia Asset Management’s funds from recommended to approved status, sighting the Westpac’s purchase of the fund manager introd...
With the expectation that master trust fees will come down at some point in the future, master trust providers are turning their attention to marketing campaigns as a way...
While master trusts and wraps make administration easier, they have also added another level of fees. JASON SPITS examines who gets what in the platform fee carve up....
The flip side of administration platform fees is the value that master trusts can help generate for a financial planning business. Tynan Mackenzie chief executive officer...
Master trust and wrap providers may be less concerned about fees than they are making out. GEORGE LIONDIS digs deep into the latest fee data....
Choosing the correct time to invest is crucial, but as DOMINIC McCORMICK says, investing when all the indicators are wrong is foolish....
The BT group is expected to join the growing list of major funds management groups in Australia to push headlong into the burgeoning hedge fund scene with the launch of a...
St George Margin Lending has made another enhancement to its margin lending product, a regular gearing facility, confirming its push to raise the product’s profile in the...
The BT Financial Group has extended its margin lending facility within its wrap account service to now cover equity investments....
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...