POWERED BY MOMENTUM MEDIA
MASTER TRUST
Financial planning
The IOOF Group has expanded its focus on retail distribution with the purchase of a 50 per cent stake in Victorian based dealer group WorkForce Financial Services....
Financial planning
Ausmaq’s development of its spoke-and-hub solution for IFSA’s MfundEC standard will not happen unless it wins support from more than 50 per cent of the financial services...
Financial planning
Professional Investment Services (PIS) will launch its own master trust but denies it will cannibalise funds from other products on the dealer group’s approved list....
Financial planning
Despite launching in a blaze of publicity three months ago, Norwich Union has admitted that its master trust, Navigator, has been beset with problems and was still two mo...
Financial planning
AM Corporation has broken through the $1 billion barrier for funds under administration in its corporate superannuation business with its recent win of the Optus staff su...
Financial planning
Independent financial advisers are remaining disillusioned with the big banks in the personal and business superannuation market, a new survey of independent advisers has...
Financial planning
Sealcorp’s Private Label business, the tailored master trust Sealcorp offers to large dealer groups and institutions, has had a windfall gain, adding to the full year pro...
Financial planning
More Australians than ever before are taking control of investing their own super, leading to a rapid rise in the number of self-managed superannuation funds....
Top 100
Just as the Top 100 dealer groups surveyed have been through some changes in the last 12 months, so has the Top 100 research itself....
Financial planning
Boutique funds management group Investors Mutual will launch two new funds before the end of the year as part of an expansion plan according to managing director Anton Ta...
Financial planning
Challenger has launched a master trust featuring a range of boutique managers specialising in Australian equities....
Financial planning
The investment watchdog will not stand in the way of any financial planning group or master trust operator who charges fund managers a fee to appear on their recommended ...
Financial planning
<caps>F</caps>rank Russell Company will make larger moves into the retail end of the market by expanding on its relationship with distribution agents, according to Frank ...
Financial planning
The Association of Independently owned Financial Planners (AIOFP) has signed a deal with funds management group IOOF Funds Management to roll out a superannuation master ...
Financial planning
Norwich Union's Navigator master trust has taken out the top honour and bagged five out of eight of the premier service level awards for retail financial services....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...