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When wrap accounts were first launched they promised to change the world. JOHN WILKINSON reports on whether or not they have....
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...
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....
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...
The ‘who owns the client’ debate refuses to lie down and the Privacy Act appears to be fuelling the fire. JULIE BENNETT reports....
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...
Choosing the most influential people in the financial services industry is a task fraught with difficulty....
If the Most Influential list was to have a rising star among its ranks that person for this year would have to be AMP chief executive Andrew Mohl....
Financial planning fees and commission have been the subject of much discussion over the years and they are once again back on the agenda....
Industry research group Rainmaker recently held its annual conference and inaugural Marketing Excellence Awards on the Gold Coast. Money Management, and its sister title ...
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...
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...
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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...