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MASTER TRUSTS
Financial planning
DAVID Attenborough, looking at the financial planning landscape in the early 1990s, would have noted how the scene was dominated by relatively small, independent packs of...
Financial planning
The Australian Prudential Regulation Authority (APRA) has forced Beacon Funds Management (BFM) to transfer the funds under its trusteeship to a new approved trustee....
Financial planning
Master trusts and wraps continue to snatch significant sums of money in the funds management game, drawing $5.9 billion in net inflows in the June 2002 quarter. But fortu...
Financial planning
While choice of funds makes its way back onto the agenda, TOM COLLINS says the issue of self interest must be tackled or the industry faces the possibility of further gov...
Financial planning
Retail investors are set to gain more exposure to private equity as master trusts increasingly embrace these investments, predicts Marcus Darville, head of Private Equity...
Superannuation
INDUSTRY reporting standards fall short in providing fair comparisons in the area of superannuation funds, according to Chant West Financial Services director, Warren Cha...
Editorial
Hedge funds have done well in terms of both performance and distribution, but they are yet to be universally accepted on master trust menus. FIONA MOORE reports....
Financial planning
One of the stumbling blocks for the industry in establishing a risk master trust has always been how to get the insurance groups on side. ALLAN BETTS gives an insurance p...
Financial planning
Following his retrospective a month ago, TOM COLLINS looks forward and predicts what changes and trends will emerge over the next four years and the impact they will have...
Editorial
Will master trusts and planning software ever merge. John Wilkinson finds opinion is still divided....
Financial planning
Many master trust and wrap platforms will not meet their reporting deadlines to financial planners and their clients for the financial year just passed....
Financial planning
Perpetual Investments is preparing to shut off its wholesale small companies fund in order to protect the performance of the half-billion dollar investment vehicle....
Financial planning
Has the roll out of financial services products reached a plateau? In recent week there have been a large number of product providers rolling out enhancements and new fea...
Financial planning
Master trust and wrap providers may be less concerned about fees than they are making out. GEORGE LIONDIS digs deep into the latest fee data....
Financial planning
THE ASCENSION of the administration platform has been taking place for more than a decade, making it hard for planners to remember when they did not use one....
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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...