master trust

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

Pioneering spirit lives on with AssetWare listing

One of the pioneers of on-line financial services in Australia, AssetWare, is poised to become the country's largest independent research group following its proposed lis...

Financial planning

Fees: the new fuel added to the master vs wrap fire.

With three conferences on client portfolio management systems scheduled for Sydney over the next week or so, the master trust versus wrap account war appears to be escala...