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MASTER TRUST
Editorial
Since bursting on to the financial services scene in the middle of last year, account aggregators or screen scrapers have been one of the hottest discussion points in the...
Financial planning
AMP’s giant master trust business has regained its crown at the top of the master trust inflow ladder....
Financial planning
Deutsche Asset Management has rolled out a series of mezzanine products targeted at financial advisers....
Financial planning
Q) What has been your best business decision in the past year? ...
Financial planning
Australian Financial Services (AFS) has built up $30 million in funds under administration in the first nine weeks of operation of its Strategy master trust....
Financial planning
Probably the biggest trend in financial planning circles over the past two years has been the plethora of dealer groups, master trusts and investment groups offering advi...
Financial planning
More than 70 financial adviser practices have signed up franchise agreements with the Mawson Securities since the group launched in July....
Financial planning
PRIVATE Equity firm Pacific Equity Partners (PEP) has made its first move into retail financial services after investing in wrap account and master trust group Oasis Asse...
Financial planning
AM Corporation is one of the last surviving independently owned financial services groups in Australia. STUART ENGEL examines the impact of one of the biggest revamps in ...
Financial planning
Private Equity firm Pacific Equity Partners (PEP) has made its first move into retail financial services after investing in wrap account and master trust group Oasis Asse...
Financial planning
Supplying the right financial services to each client is not always a simple task, especially when the client base numbers in the millions. Jason Spits looks at how the C...
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) has set up a master trust service for its member groups. ...
Life/Risk
Financial planning groups are lining up to launch their own risk insurance master trusts. ...
Financial planning
Why would a dealer group set up their own master trust when there are plenty available out of the box? <B>Kate Kachor</B> looks at three different answers to this questio...
Financial planning
In the US, financial planners are no strangers to corporate pension funds and many have shaped their entire businesses around the lucrative US 401k pension plan market. D...
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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...