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NICOLE SZOLLOS explores the correlation between the number of planners employed by a distributor and funds under advice. ...
INDUSTRY NEWS
The influence of large scale financial institutions in the financial advice market shows no signs of abating. GEORGE LIONDIS reports on Money Management’s second annual l...
INDUSTRY NEWS
Wrap accounts are set to replace master trusts as tomorrow’s product. <caps>Fiona Moore</caps> finds out why, and what it means for financial planners....
INDUSTRY NEWS
Master trust funds under administration continue to grow, as financial planners embrace these platforms with increasing enthusiasm. NICOLE SZOLLOS speaks to some of the b...
INDUSTRY NEWS
<i>Money Management</i> hosted an exclusive Master Trust round table discussion, bringing together the views of the research, funds management, master trust and financial...
INDUSTRY NEWS
THE FINANCIAL services industry is an information mover. We gather information, place it into databases, integrate it, analyse it and communicate it. It is when we are no...
INDUSTRY NEWS
Superannuation master trusts growth is virtually assured, thanks to the Super Guarantee levy. However, as FIONA MOORE reports, not so definite is who the survivors will b...
INDUSTRY NEWS
The link between advice and implementation should be broken, according to TOM COLLINS, and this means a re-examination of the thorny issues of commissions and disclosure....
INDUSTRY NEWS
The recent Money Management Rating the Raters Survey, which gauged fund managers’ attitudes to research houses, has drawn responses from the research groups featured in t...
INDUSTRY NEWS
There is a growing trend for dealer groups to be branded distinctively separate from their owners. FIONA MOORE reports on the benefits of the strategy and its history....
INDUSTRY NEWS
For some time I have been confused by industry experts arguing that there will be an increase in the number of DIY and small dealer groups, when most other financial part...
INDUSTRY NEWS
When you’re on a good thing, stick to it. JOHN WILKINSON spoke to State Trustees’ new managing director Libby Lomas....
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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...