POWERED BY MOMENTUM MEDIA
MASTER TRUSTS
Financial planning
AXA has reported a 28 per cent profit growth in its wealth protection business despite a decline in retirement product inflows....
Financial planning
Macquarie Funds Management and van Eyk Research have partnered to launch a range of pre-blended multi-manager investments called the van Eyk Blueprint Series of Funds....
Editorial
We are all aware that reduced levels of investment returns will accelerate the rate at which clients are demanding lower overall fees for their managed investments....
Funds management
When is a master trust not a master trust? When it behaves like a fund manager. Peter Worcester reports....
Funds management
Schroder Investment Management Australia (Schroders) will target only retail and master trust markets with its Australian equity funds after cutting off institutional man...
Financial planning
Van Eyk Research has one a contract to act as the asset consultant over $6.7 billion worth of funds managed by Zurich Financial Services....
Financial planning
Platforms have long been a key method to access a range of investments and as JASON SPITS reports, rather than being brought down by recent markets, they have continued t...
Financial planning
The opportunity to take an equity stake is one of the most important features advisers look for when choosing a master trust or wrap. But could it leave the financial pla...
Financial planning
ANYONE who knows anything about the business of financial services knows that master trust and wrap platforms have risen from almost nought a decade ago to become the dom...
Financial planning
The value of BT to a big bank like Westpac lay in its wrap account platforms and that, argues LEO WASSERCUG, is a sign of the times....
Financial planning
SEPARATELY managed account (SMA) provider Direct Portfolio will move beyond its direct investor approach and seek financial planners who are willing to use the product wi...
Financial planning
Boutique fund manager Investors Mutual Ltd (IML) will close off its Australian Smaller Companies Fund at the end of the month, in line with a desire to remain small and f...
Editorial
The complex nature of hedge funds should not stop advisers from recommending them, says DOMINIC McCORMICK....
Financial planning
The Top 100 Dealers Survey is punctuated by the moves of dealer groups, which are often the result of large wallets and large deals. SIMON SEGAL looks at what went down b...
Financial planning
My first assignment as a journo on Money Management in 1997 was to cover the launch of BT’s wrap platform. At the time, the industry hadn’t heard of wrap. Which was just ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...