MASTER TRUST

Financial planning

Norwich Union has taken the master trust sector’s battle for recognition directly into people’s living rooms, with an unorthodox new television advertising campaign aimed...

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 ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 2 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 2 days ago