master trusts

Financial planning

Wraps and master trusts – You say product, I say service…

The rise and rise of portfolio administration services such as master trusts and wrap accounts has seen a lot of bickering about who is doing what to whom in the marketpl...

Superannuation

Wraps and master trusts – Jury is out as wrap developers take the super approach

Wrap account developers have hailed the recent introduction of superannuation into the wrap structure as a major breakthrough. Samantha Walker takes a look at the financi...

Financial planning

FlexiPlan's $6 billion man: Mulcahy's five year plan

With less than a month in the managing director seat, Garry Mulcahy has already set his sights on new opportunities for the FlexiPlan master trust operations. Samantha Wa...

Financial planning

Adler back in business

Rodney Adler says distribution is king when it comes to financial services....

Financial planning

Thomas vacates Flexiplan driver seat

FlexiPlan managing director Sue Thomas has sold her 20 per cent stake in the business to MLC and stepped down as managing director....

Financial planning

Adviser feedback 01/04/1999

Do you offer a wrap service? Why/why not?...

Financial planning

Shrinking costs for expanding Colonial

Colonial’s Australian Financial Services division has reported a profit of $212 million, up 38 per cent, for the year ending December 31, 1998....

Financial planning

Colonial consolidates products

Colonial is to slash its retail product range as part of the rationalisation following the mergers with Legal & General and Prudential....

Financial planning

Making the choice selection

At the time of writing this article only one of the three forums on administration systems (wraps and master trusts) had been held. ...

Financial planning

Sadly, ‘soft’ skeletons are still rattling in the closet

This edition of Money Management is dominated by the evolving business of portfolio administration services. ...

Financial planning

Fees: the new fuel added to the master vs wrap fire.

With three conferences on client portfolio management systems scheduled for Sydney over the next week or so, the master trust versus wrap account war appears to be escala...