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MASTER TRUST
Financial planning
Head of distribution at Zurich Financial Services Australia, Steve Newnham, will officially step down from the role today, making way for assistant head of sales Janet Sm...
Financial planning
Credit Suisse Asset Management (CSAM) will wade into the master trust market in the new year after revealing plans today to launch a range of products in the area....
Financial planning
The Victorian based Australian Financial Services (AFS) dealer group is making a considered push to set up a master trust exclusively for risk insurance products....
Financial planning
Perpetual’s new investment platform has hit the ground running by starting with three dealer groups already signed to use the system....
Financial planning
Software provider Investment Data Technologies (IDT) has moved to integrate its adviser systems with popular wrap and master trust platforms to give planners seamless acc...
Financial planning
AXA’s Summit master trust has been slammed by disgruntled advisers of financial planning group Monitor Money, with many regretting the decision to roll the Assure wrap se...
Financial planning
Master trust provider Strategic Investments will change its name to Finium Financial Services as part of a relaunch designed to distance itself from other groups and emph...
Financial planning
Master trust provider Netwealth has added a life insurance product to the range it has available through its Superannuation Master Fund, joining what seems to be a growin...
Financial planning
As disillusioned planners continue their exodus from bank owned groups, Bridges Financial Services is one group positioning itself to catch the fallout. Lucie Beaman repo...
Financial planning
AMP Australian Financial Services has selected Asgard as the service provider for its e-wrap platform following an extensive due diligence process of potential providers....
Financial planning
The corporate superannuation market might be shrinking but opportunities for advisers still abound. Craig Phillips reports....
People & Products
Zurich Financial Services has created the new Sydney-based role of assistant head of group sales, which the group hopes will help co-ordinate its key accounts, master tru...
Financial planning
Superannuation administrator and master trust provider SMF Funds Management will gain 600 new members and $8 million in funds when it takes over OFM Investment Group’s re...
Financial planning
Bridges Financial Services has altered the annual fee structure of its master trust, The Portfolio Service, by introducing a new tiered portfolio fee rebate and reducing ...
Financial planning
Equity Trustees will consider the roll out of a self-managed superannuation funds administration package in a bid to boost its superannuation business....
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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...