POWERED BY MOMENTUM MEDIA
FUND MANAGERS
Financial planning
Australian firm Objectmastery has reached the $500 million mark for funds under advice with its UK-based Transact wrap account....
Rate the raters
The breakdown last week of the proposed deal between the William M Mercer consulting group and van Eyk Research has once again placed the spotlight well and truly on the ...
Financial planning
Standard & Poor’s (S&P) has begun a ratings system for master trusts and wrap accounts after today releasing the details of its latest research product, the Master Trust ...
Financial planning
Recently <i>Money Management</i> reported on a survey conducted by Assessment Education Services concerning the implementation of PS146 in small and medium dealer groups....
Financial planning
Australian firm Objectmastery has reached the $500 million mark for funds under advice with its UK-based Transact wrap account....
Funds management
A new disclosure code to be introduced in the UK will revolutionise the level of transparency over the fees UK fund managers charge their pension fund clients....
Editorial
Former managing director and publisher of Morningstar Australia, Graham Rich has resurfaced in the financial services industry with a business venture that will capitalis...
Financial planning
The New Zealand Government’s plans to establish a multi-billion dollar fund to help pay for some of the future costs on the state pension have been supported by the Inter...
Financial planning
APIR, the Canberra based industry organisation which supplies codes to unit trust products, now has 10,000 active products listed and coded, according to managing directo...
Financial planning
Listed financial services group Fiducian Portfolio Services has finalised an agreement with Challenger to launch complying annuities products to its network of financial ...
Financial planning
Perpetual is currently revamping its fund-of-fund master trust offerings and reviewing all fund managers in anticipation of launching a new manager line up at the end of ...
Financial planning
Fund managers with a growth style are poised to make a comeback according to Alliance Capital senior vice-president Guru Baliga....
Financial planning
Dealer groups are finding that loyalty programs, clearly defined career paths and equity are key ways of retaining planners, reports KATE KACHOR....
Financial planning
Superannuation master trusts growth is virtually assured, thanks to the Super Guarantee levy. However, as FIONA MOORE reports, not so definite is who the survivors will b...
Financial planning
The link between advice and implementation should be broken, according to TOM COLLINS, and this means a re-examination of the thorny issues of commissions and disclosure....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...