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MASTER TRUST
Financial planning
Sealcorp will relaunch its flagship master trust in May with the addition of a wrap facility, separately managed accounts and increased rebates on fund manager fees....
Financial planning
Sydney based financial services Group, Portfolio Links, has launched what it is calling the next generation wrap account, promising to set no limits on the range of asset...
Financial planning
One of Australia’s largest master trusts, Asgard, has dumped 16 funds offered by nine different fund managers from its investment menu as part of its latest revamp of the...
Superannuation
If their phenomenal level of growth is anything to go by, non-super master trusts appear destined to become the dominant investment vehicle in Australia. GEORGE LIONDIS r...
Financial planning
Wrap accounts are set to replace master trusts as tomorrow’s product. <caps>Fiona Moore</caps> finds out why, and what it means for financial planners....
Financial planning
Ventura Investment Management, the new funds management arm of dealer group Professional Investment Services (PIS), has been given its first taste of credibility with new...
Financial planning
Master trust funds under administration continue to grow, as financial planners embrace these platforms with increasing enthusiasm. NICOLE SZOLLOS speaks to some of the b...
Financial planning
<i>Money Management</i> hosted an exclusive Master Trust round table discussion, bringing together the views of the research, funds management, master trust and financial...
Financial planning
Navigator has signed its first master trust rebadging deal with Melbourne-based Bongiorno Associates....
Financial planning
Oasis Asset Management is pushing further into the wrap and master trust outsourcing arena after signing its fourth partnership deal and making no secret about being in t...
Financial planning
Superannuation master trusts growth is virtually assured, thanks to the Super Guarantee levy. However, as FIONA MOORE reports, not so definite is who the survivors will b...
Financial planning
Dealer groups that launch their own master trusts are said to offer their planners even more choice. But, as KATE KACHOR reports, not everyone believes in their long-term...
Financial planning
Financial planners with fund manager relationships for master trust and wrap account functions could be doing more damage to the practice than good, according to Associat...
Financial planning
Symetry, the portfolio administration service supplier, has signed up two more dealer groups to its master trust and wrap platform service this year as it moves to a targ...
Financial planning
Financial services company Snowball Group has entered a deal to acquire financial planning and accountancy group Investment Taxation Specialists (ITS), a move which will ...
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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...