MASTER TRUST

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....

Financial planning

County Investment Management has returned to the retail market after an absence of two and a half years....

Financial planning

Suncorp Metway is to launch into the $58 billion master trust market....

Financial planning

Fiducian has added a life broking business to its suite of financial services. The group is hoping to recruit at least 15 life brokers and write more than $2 mil-lion of ...

Financial planning

Associated Planners Group has sold 75 per cent of Associated Planners Manage-ment, the holding vehicle for the Strategic Super master trust....

Financial planning

Norwich Union’s Navigator is to become a global product, with plans to launch the electronic administration service in Asia and expand the European operations....

Financial planning

Australia's master trusts and wrap accounts are about to undergo a massive shake-up which will leave only five left standing....

Financial planning

What’s in a master trust? Quite a bit, if you believe most of the hype written about them....

Financial planning

Now that the dust has settled on ASIC’s long awaited master trust and wraps pol-icy, most in the industry are enthusiastic about its implementation....

Financial planning

Advisers never cease to amaze me. I thought I was beyond shock as far as the ego and greed of some advisers were concerned. But from recent articles I have read; conversa...

Financial planning

RACV Financial Services (RACVFS) has launched its new master trust — SuperChoice — this week and will be using external managers for the first time....

Financial planning

Well, now the silly season has passed us by, we can all get back to some serious work. I must confess to having caught the millennium bug, at least something must have ca...

Financial planning

Signs that the marriage of BT and Principal in the middle of last year will produce further cross-pollination continue as another Principal executive joins BT Funds Manag...

Financial planning

With the marriage of BT and Principal now guaranteeing the continuing presence of the name in the marketplace, BT are hoping to leverage off their parents' exper-tise in ...

Financial planning

Hedge Funds of Australia (HFA) has been given the thumbs up by van Eyk Re-search, unlocking the product for about 700 advisers who require the research to recommend the p...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

4 weeks 1 day ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 5 days ago