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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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...