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 ...

Last year the industry was abuzz with discussion centred around a paper called Hypercompetition. Now, as JASON SPITS writes, a follow-up report has been released and the ...

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...

The Assirt Research house is preparing to make radical changes to the way it measures managed fund inflows in an effort to more closely track the burgeoning flow of funds...

A Measuring success in this industry depends on your starting point. But, as TOM COLLINS writes, how often does the industry define success in terms of the benefits it ha...

By now most of the financial services industry has heard that Westpac, in one of the industry’s lesser kept secrets, will buy Rothschild Australia Asset Management from i...

St George Bank has cut the goodwill in its financial planning platform and research resources group, WealthPoint, by more than half, drop the figure from $135 million to ...

Australian groups, armed with the lessons they’ve learned over the last decade, are now taking on the world’s financial planning markets. GEORGE LIONDIS reports....

The investment management division of the Melbourne based Equity Trustees group, EQT Fund Management, has launched a small companies fund targeted specifically at retail ...

Sydney based financial services Group, Portfolio Links, has launched what it is calling the next generation wrap account, promising to set no limits on the range of asset...

APIR, the Canberra based industry organisation which supplies codes to unit trust products, now has 10,000 active products listed and coded, according to managing directo...

Boutique funds management house Hunter Hall is preparing to launch a new ethical superannuation fund in an attempt to capitalise on the growing popularity of its series o...

Dealer groups that launch their own master trusts are said to offer their planners even more choice. But, as KATE KACHOR reports, not everyone believes in their long-term...

Dealer groups are finding that loyalty programs, clearly defined career paths and equity are key ways of retaining planners, reports KATE KACHOR....