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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...
Funds management
Macquarie Investment Management has launched a private equity fund-of-funds targeting the retail investor who wishes to invest in the wholesale private equity market....
Financial planning
Royal and SunAlliance Financial Services (RSAFS) is looking to increase its stake in the ever critical investment platform market with the launch of a new flagship wrap a...
Financial planning
The Asgard master trust has taken out the top prize in this year’s Assirt Service Level awards after being voted the best investment platform in the country by financial ...
Financial planning
AM Corporation has brought in a consulting firm to help it decide on its next strategic direction which could include putting itself on the market for a suitable buyer....
Financial planning
Fifteen years is a long time to be doing the same thing but in August this year Money Management entered into its 15th year of providing consistent and regular coverage o...
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 ...
Financial planning
SOME of Australia’s leading master trust and wrap researchers have given their qualified endorsement to Westpac’s acquisition of the BT Wrap as part of its buyout of the ...
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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...