MASTER TRUST

Financial planning

Sealcorp’s Asgard Capital Management and other operations will cover advisers from any upfront GST charges fully through a 10 per cent rise in upfront and trail commissio...

Financial planning

Sealcorp’s Asgard Capital Management and other operations will cover advisers from any upfront GST charges fully through a 10 per cent rise in upfront and trail commissio...

Financial planning

BNP Investment Management has launched a range of mezzanine funds with no entry fees, signalling the group’s move on the retail and master trust market....

Funds management

Hedge Funds of Australia (HFA) has been given the thumbs up by van Eyk Re-search, unlocking the product for about 700 advisers who require the research to recommend the p...

Financial planning

The Mawson Group will this year offer its advisers the chance of an equity stake in the group, according to chairman Peter Johnson....

Financial planning

Fiducian Portfolio Services has laid down its plans for a listing on the Australian Stock Exchange. Managing director Indy Singh says the group plans to list when its mas...

Financial planning

Fiducian Portfolio Services has laid down its plans for a listing on the Australian Stock Exchange....

Financial planning

Macquarie has this week begun trialing another wrap service, to be offered through Macquarie Financial Services (MFS)....

Financial planning

Only weeks after announcing the formation of his new financial services group, Beacon Investment Management Services, managing director Kevin Wyld has signed the group up...

Financial planning

Financial planners can develop a very profitable business from selling corporate su-perannuation, but the key is using an outsourcing service like a master trust, says BT...

Financial planning

AM Corporation and William M Mercer have pulled the plug on their $130 million joint venture master trust and $105 million fund set up in June 1996....

Financial planning

Kevin Wyld is one of the faces behind Beacon Investment Services, which is to be officially launched at the Financial Planning Association’s convention in Sydney next mon...

Financial planning

AM Corporation and William M Mercer have pulled the plug on their $130 million joint venture master trust and $105 million fund set up in June 1996....

Financial planning

AM Corporation and William M Mercer have pulled the plug on their $130 million joint venture master trust and $105 million fund set up in June 1996....

Financial planning

It has been a tough couple of years for Sealcorp since being acquired by St George Bank back in December 1997. But with a new chief executive and a fresh team of senior e...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 4 weeks ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 1 day ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

4 days 13 hours ago

The Financial Advice Association Australia has implored advisers to reevaluate their exposure to AML/CTF obligations ahead of new reforms that will expand their complianc...

3 weeks 4 days ago
moneymanagement logo