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Financial planning
Sealcorp Holdings says on-line transactions by financial advisers will grow five-fold over the next two years....
Financial planning
Three years ago, it was a small blip on the financial planning radar screen. Today, Professional Investment Services is a powerhouse of financial planning and has plans t...
Financial planning
SunGard EBS Asia Pacific, the supplier for master trust and wrap account soft-ware will discontinue the production of use of its flagship software MASTER....
Financial planning
Is the boom in master trust and wrap services the beginning of the end for ad-visers channelling their clients' money directly into managed funds? ...
Financial planning
There is a revolution happening in retail financial services. Five years ago, the market was bursting at the seams with bundles of new retail investment products for fin...
Financial planning
National Australia Bank has rolled out the first stage of its wrap account, with the launch of its All in One Investment Service. The new service will provide access to 4...
Funds management
This is an open letter to all funds managers from a typical adviser who runs a small business. I mean to raise issues that urgently need to be addressed by all sides of o...
Financial planning
MLC has unveiled a new investment system for advisers which, it says, will take the master trust concept into a new era....
Financial planning
Norwich has again topped net inflows into its Navigator master trust for the second quarter running, according to Morningstar research, with just under $231 million poure...
Financial planning
Over the past five years, advisers have watched from the sidelines as a number of retail financial services groups have been sold with what seem to be large price to earn...
Financial planning
An administration product, in isolation, offers a very narrow service to clients. ...
Financial planning
The rise and rise of portfolio administration services such as master trusts and wrap accounts has seen a lot of bickering about who is doing what to whom in the marketpl...
Superannuation
Wrap account developers have hailed the recent introduction of superannuation into the wrap structure as a major breakthrough. Samantha Walker takes a look at the financi...
Financial planning
National Mutual is to sell a wholesale superannuation master trust through independent advisers — the first time it has gone outside its tied distribution network....
Funds management
This is an open letter to all funds managers from a typical adviser who runs a small business. I mean to raise issues that urgently need to be addressed by all sides of o...
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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 ...