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MASTER TRUST
Financial planning
The back-to-basics push in Australia’s master trust industry is set to continue with the launch this week by ING Australia of its OneAnswer platform....
Financial planning
COLONIAL First State’s new flagship master trust, FirstChoice, has taken in an impressive $850 million since its launch just three months ago....
Financial planning
IN A MOVE that reflects recent restructuring at Tower Limited, Tower Australia has announced it will use Powerlan and IBM technology to build an administrative system tha...
Financial planning
One of the pioneers of the master trust industry in Australia, Kevin Wyld, is planning the launch of a new wrap account service through the Beacon Investment Management S...
Financial planning
Diversified Portfolio Managers (DPM) will offer equity to participating dealerships in a bid to create a network of financial planners and open its dealer group to the wi...
Financial planning
Diversified Portfolio Managers (DPM) will offer equity to participating dealerships in a bid to create a network of financial planners and open its dealer group to the wi...
Editorial
Hedge funds have done well in terms of both performance and distribution, but they are yet to be universally accepted on master trust menus. FIONA MOORE reports....
Financial planning
Many master trust and wrap platforms will not meet their reporting deadlines to financial planners and their clients for the financial year just passed....
Editorial
It is said that a year is a long time in politics but in the world of technology and software it is close to eternity....
Editorial
Will master trusts and planning software ever merge. John Wilkinson finds opinion is still divided....
Financial planning
Professional Investment Services (PIS) has confirmed they are working towards launching a risk master trust and are currently in talks with a number of risk providers in ...
Financial planning
The Deakin Financial Services Group is on the hunt for nearly 100 further planners and will set up its own master trust and front end software systems after a marathon me...
Financial planning
With the expectation that master trust fees will come down at some point in the future, master trust providers are turning their attention to marketing campaigns as a way...
Financial planning
Colonial First State has questioned the need for a straight through processing service to hit the market, claiming such an offering at this stage would be a case of too l...
Financial planning
Some of Australia’s largest master trust providers are preparing to push the envelope of retail managed fund and share market investing with the addition of separately ma...
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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...