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MASTER TRUSTS
Financial planning
Payments received by financial planners for using master trusts and wrap platforms are set to come under increasing scrutiny, with two key industry bodies close to signin...
Financial planning
So you thought platforms were a steady business? Not on your life. It has been a year of movers and shakers, writes Ross Kelly....
Funds management
APN Funds Management has launched a global version of its Property For Income fund to be managed by New York-based The Fiduciary Fund....
Financial planning
The funds management industry grew by just under 15 per cent for the year ending September driven by strong investment markets and buoyed investor sentiment....
Financial planning
The new generation of low cost master trust and wrap platforms are continuing to cannibalise fund inflows from both direct retail funds and older more established platfor...
Financial planning
Retail industry superannuation fund REST is actively examining options for the provision of financial advice to members....
Funds management
Pengana Capital is planning to launch a new long-short absolute return hedge fund that will invest in global real estate later this financial year....
Financial planning
The Australian Securities and Investments Commission (ASIC) has put institutions with aligned advisers on notice after a recent surveillance project found that commission...
Financial planning
An “infiltration” of commissions into the corporate superannuation market is causing “wide-ranging and insidious side-effects” for consumers according to a statement by a...
Financial planning
Dealer groups could be faced with compliance issues over slow trades and transactions inside platforms, according to Colonial First State general manager of product Brian...
Financial planning
Master trusts are continuing to outstrip their traditional retail fund counterparts in terms of asset grow and fund flows according to actuary and research firm Plan For ...
Financial planning
Software provider Investment Data Technologies (IDT) has moved to integrate its adviser systems with popular wrap and master trust platforms to give planners seamless acc...
Financial planning
Many one-man bands and small practices are handling their own back-office. Lucie Beaman reports....
Financial planning
Portfolio Partners is set to close its small-cap Emerging Shares Trust to institutional investors and use its remaining capacity for retail inflows sourced through master...
Financial planning
The corporate superannuation market might be shrinking but opportunities for advisers still abound. Craig Phillips reports....
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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...