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Financial planning
Wraps based on the Australian model will replace self-managed accounts in the UK financial services market, a new British report says....
Financial planning
Van Eyk Research and Syscorp have signed a memorandum of understanding to deliver an Individually Managed Account (IMA) to the financial planning market....
Financial planning
Macquarie Funds Management will move to list its wholesale Diversified Treasury Fund on master trust and wrap menus after the fund broke the $1 billion mark for funds und...
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
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
Financial services education has been a hot topic throughout this year but the issue is about to get even hotter due to a decision made by National Finance Industry Train...
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
Money Management asked a number of wrap account/master trust players what they would like to see if they had unlimited funds, unlimited staff and were free from regulator...
Financial planning
When wrap accounts were first launched they promised to change the world. JOHN WILKINSON reports on whether or not they have....
Financial planning
BT has enhanced the stable of products and services within its Investment Wrap and SuperWrap products, claiming to have tailored them more closely to the needs of adviser...
Financial planning
Steve Newnham has been bumped up from the position of head of distribution investment and life business to group head of sales at Zurich....
Funds management
Sagitta Wealth Management has introduced changes to the Sagitta Rothschild Global Return Fund in an attempt to improve its liquidity and accessibility....
Financial planning
Midstreet Technology, which bought the Wealthpoint platform from Sealcorp this week, will be revamping and relaunching the web-based technology platform....
Financial planning
IWL has struck a deal to boost its stake in online broking group Sanford, moving up from around 5 per cent to nearly 10 per cent with options to further increase the stak...
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...