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MASTER TRUST
Financial planning
In light of changing legislation and new policies from regulators, the industry is re-evolving in the areas of master trust and wrap accounts. Richard Shermon explains ho...
Superannuation
The changing face of superannuation has opened new markets for planners to service. While small scale super has been an easy target, Chris Kelaher examines how planners c...
Financial planning
Caroline Saunders has moved into the newly created position of investments and insurance director at Sealcorp....
Financial planning
BT Funds Management has restructured its 60 strong national sales team, in a ma-jor refocus of its adviser services operations....
Financial planning
Fees or Commissions – is that the real debate Two things worry me about the fees vs commissions debate. Firstly are we only considering it from our own perspective – hav...
Financial planning
Tower financial group has acquired master trust and financial planning group Bridges for $168 million, in a move to boost its Australian retail financial services positio...
Financial planning
SMF Funds Management has grown to more than $1 billion funds under manage-ment during the last financial year, with the company estimating a 50 per cent in-crease on this...
Financial planning
Matrix Financial Group is poised to sign up with a master trust supplier, according to managing director Allison Dummett....
Financial planning
Being an adviser is a tough job these days. Not only are advisers responsible for helping their clients to increase their wealth, they also need to focus on the value in ...
Financial planning
BT Funds Management’s corporate superannuation master trust business has al-most doubled funds under management over the past year, with $700 million under management at ...
Financial planning
Zurich Financial Services has staked its claim in the financial planning back office market with the launch of a dealer group outsourcing service....
Financial planning
In January this year, Plum Financial Services blew out the candles on its second birthday cake. The group, a joint venture between MLC and Vanguard, formed with the spec...
Financial planning
AM Corporation's general manager business development and adviser services, Graham Davison calls it "the biggest financial planning opportunity I have seen in 20 years." ...
Superannuation
Online financial services group Bourse Data has continued its aggressive program of expansion with the establishment of a superannuation business unit....
Financial planning
Australian managed funds research pioneer Assirt is set to change ownership under a proposed deal between parent company St George Bank and Bourse Data....
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MARKET INSIGHTS
Podcast
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 ...