Manymastertrust and wrap platforms will not meet their reporting deadlines to financial planners and their clients for the financial year ...
Has the rollout of financial services products reached a plateau? In recent weeks there have been a large number of ...
The ascensionof the administration platform has been taking place for more than a decade, making it hard for planners to ...
Someof Australia’s largest master trust providers are preparing to push the envelope of retail managed funds and share market investing ...
Master trusts and wrap accounts are the epitome of middlemen. In slightly more than 10 years, these platforms have managed ...
ColonialFirst State has questioned the need for a straight through processing service for managed funds, claiming such an offering at ...
Master trusts and wraps have changed the way clients pay for financial planning services including the use of the platform ...
As interest continues to build in Australia for separately managed accounts (SMAs), the extent of the impact that these tailored ...
As investor and adviser support continues to favour master trusts, attention has turned to their sustainability and the ability for ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
