POWERED BY MOMENTUM MEDIA
MASTER TRUST
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
THE ASCENSION of the administration platform has been taking place for more than a decade, making it hard for planners to remember when they did not use one....
Financial planning
Master trust and wrap providers may be less concerned about fees than they are making out. GEORGE LIONDIS digs deep into the latest fee data....
Financial planning
It is no secret that master funds and other forms of reporting technology require constant up keep. And, it seems a never ending string of payments....
Financial planning
While master trusts and wraps make administration easier, they have also added another level of fees. JASON SPITS examines who gets what in the platform fee carve up....
Financial planning
Master trust fee levels will ultimately be determined by investors, through innovations such as Colonial’s FirstChoice master trust. KATE KACHOR reports....
Financial planning
The Norwich Union group has teamed up with Australia’s largest independently owned dealer group, Professional Investment Services (PIS), to distribute its flagship master...
Financial planning
UBS Global Asset Management came from almost nowhere to win this year’s Fund Manager of the Year award. DAVID HOVENDEN spoke to John Larum and Colin Woods about the group...
Financial planning
Standard & Poor’s (S&P) has begun a ratings system for master trusts and wrap accounts after today releasing the details of its latest research product, the Master Trust ...
Superannuation
What are the differences between self-managed super funds, small APRA funds and a master trust, and what type of clients suit them? KATE KACHOR reports on what to look ou...
Financial planning
The AXA Group has embarked on a major makeover of its flagship master trust, Summit, in an effort to entrench the investment platform as one of the largest master trusts ...
Financial planning
Colonial First State has completed almost nine months of preparations for its much anticipated new master trust, gearing up to launch the investment platform to its finan...
Editorial
Norwich Union has recovered from last year’s write-downs to post a $72.1 million operating profit for the year ending December 2001....
Financial planning
Financial services group Stockford has today launched its own master trust, Portfolio Preference, offering a suite of products to clients of Stockford Financial Services’...
Financial planning
Practice management can mean the difference between having an efficient or sloppy planning business. KATE KACHOR reports on what the industry considers the best and worst...
Never miss the latest news and developments in wealth management industry
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...