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MASTER TRUSTS
Financial planning
While master trusts and wraps make administration easier, they have also added another level of fees. JASON SPITS examines who gets what in the platform fee carve up....
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....
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
Colonial First State has questioned the need for a straight through processing service to hit the market, claiming such an offering at this stage would be a case of too l...
Financial planning
Some of Australia’s largest master trust providers are preparing to push the envelope of retail managed fund and share market investing with the addition of separately ma...
Financial planning
The growing use of master trusts in public offer corporate superannuation has continued to boost funds under management and member levels, according to a survey conducted...
Financial planning
Standard & Poor’s (S&P) is preparing to launch a ratings system for managed funds in a move that will bolster its already considerable push into the Australian funds mana...
Financial planning
Citistreet has expanded its retirement services adminstration offering with the addition of a new defined benefit model which can be used as stand-alone product or as par...
Financial planning
Investors Mutual has launched two new Australian share funds in the wake of its win in the Australian equities category of the Money Management / Assirt Fund Manager of t...
Financial planning
Australian firm Objectmastery has reached the $500 million mark for funds under advice with its UK-based Transact wrap account....
Financial planning
Rothschild Australia Asset Management has formed a strategic alliance to outsource the management of its global fixed interest investments to the New York based BlackRock...
Financial planning
Standard & Poor’s (S&P) has begun a ratings system for master trusts and wrap accounts after today releasing the details of its latest research product, the Master Trust ...
Superannuation
What are the differences between self-managed super funds, small APRA funds and a master trust, and what type of clients suit them? KATE KACHOR reports on what to look ou...
Financial planning
Administration platforms such as master trusts and wraps do not provide benefits to clients and, in some cases, hide the inefficiencies of the financial planning industry...
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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...