MASTER TRUST

Financial planning

Sealcorp has dumped Colonial First State and taken on Lumley Life as life insurance provider for the massive Asgard master trust....

Financial planning

The managed funds and master trusts industry could save up to $700 million per year if it adopted an information exchange, which would provide standardised electronic dat...

Financial planning

Master trusts will continue their meteoric rise over the next five years, growing faster than any other investment vehicle....

Financial planning

Challenger International will make the funds of five US funds management giants available for the first time to retail investors through a master trust launched this week...

Financial planning

Challenger International will make the funds of five US funds management giants available for the first time to retail investors through a master trust launched this week...

Financial planning

Zurich Financial Services has begun operations of an new master trust administration service which will be on offer to dealer groups in an outsourcing arrangement....

Financial planning

Zurich Financial Services has begun operations of a new master trust administration service which will be on offer to dealer groups in an outsourcing arrangement....

Financial planning

Zurich Financial Services has announced it will offer a web based investment product which offers superannuation and personal investments in the same package....

Financial planning

Adviser shareholders in AustChoice will be sharing more than $500,000 of dividends as a result of strong profits achieved during its half-year results....

Financial planning

Adviser shareholders in AustChoice will be sharing more than $500,000 of dividends as a result of strong profits achieved during its half-year results....

Financial planning

Australian-based ObjectMastery is on-target with the number of UK independent advisers it has signed up for its Transact master trust in its first year of operations....

Financial planning

The National Australia Bank has paid $115 million for Deutsche Financial Planning and its non-discretionary master trust business Deutsche Funds Management....

Financial planning

Co-operative style financial planning businesses have copped a lot of flak over the past year after a high profile failure in one venture at the end of 1999. John Wilkins...

Financial planning

New master trust regulations have trapped its first victim after financial planning group Chapel Road was forced to switch master trusts before regulations come in to for...

Financial planning

AM Corporation is one of the last surviving independently owned financial services groups in Australia. Stuart Engel examines the impact of one of the biggest revamps in ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago