Norwich has again topped net inflows into its Navigator master trust for the second quarter running, according to Morningstar research, ...
I remember, when discretionary master trusts were becoming popular in the mid-nineties, business development managers (BDMs) employed by fund managers ...
The overwhelming majority of financial advisers know very little about wrap accounts.That is the finding of a recent survey of ...
Wrap account developers have hailed the recent introduction of superannuation into the wrap structure as a major breakthrough. Samantha Walker ...
The rise and rise of portfolio administration services such as master trusts and wrap accounts has seen a lot of ...
An administration product, in isolation, offers a very narrow service to clients.Despite the proliferation of media coverage on wrap accounts ...
FlexiPlan managing director Sue Thomas has sold her 20 per cent stake in the business to MLC and stepped down ...
Rodney Adler says distribution is king when it comes to financial services.Rodney Adler says distribution is king when it comes ...
With less than a month in the managing director seat, Garry Mulcahy has already set his sights on new opportunities ...
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...
