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MASTER TRUST
Financial planning
Insignia Financial has entered into an initial agreement with fund administrator SS&C Technologies to transform its Master Trust business following a strategic review....
Superannuation
Aon Hewitt has appointed Jennifer Dean as head of Aon Master Trust as it focuses on re-framing its offering....
Financial planning
Platform providers are still bleeding hundreds of millions a year on regulatory compliance, at the cost of improved functionality, an Investment Trends report shows. ...
Life/Risk
Asteron has partnered with Colonial First State's FirstChoice platform to help advisers continue to offer clients life insurance cover through their superannuation - even...
Financial planning
Platform providers have closed the gap in their service offerings through innovative approaches to model portfolios and client portfolio management tools, according to th...
Financial planning
Wraps, platforms and master trusts together experienced net inflows of $14.5 billion in the 2010 calendar year to $427.7 billion....
Financial planning
BT Financial Group is the leader in funds under management (FUM) in the total masterfund market, beating National Australia/MLC and Commonwealth/Colonial groups, accordin...
Financial planning
Cerulli predicted that only five master trust and wrap account providers would survive a round of price wars and industry consolidation by 2004. Is it possible they got t...
Financial planning
Absolute return manager targets advisers....
Financial planning
Advisers to benefit from increased automation....
Funds management
Launch talks well advanced in a number of countries...
Financial planning
Perennial Investment Partners has received strong support for its zero fee policy from the Australian platform industry....
Financial planning
Perennial Investment Partners has said at least five master trusts have undertaken to pass on 100 per cent of its limited waiver of management fees for retail clients who...
Financial planning
Equity Trustees has reported a 92 per cent increase in its net profit for the six months ending December 31.The financial services company recorded a $3.6 million profit,...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....