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MASTER TRUST
Financial planning
IN A MOVE that reflects recent restructuring at Tower Limited, Tower Australia has announced it will use Powerlan and IBM technology to build an administrative system tha...
Financial planning
COLONIAL First State’s new flagship master trust, FirstChoice, has taken in an impressive $850 million since its launch just three months ago....
Financial planning
Diversified Portfolio Managers (DPM) will offer equity to participating dealerships in a bid to create a network of financial planners and open its dealer group to the wi...
Financial planning
One of the pioneers of the master trust industry in Australia, Kevin Wyld, is planning the launch of a new wrap account service through the Beacon Investment Management S...
Financial planning
Diversified Portfolio Managers (DPM) will offer equity to participating dealerships in a bid to create a network of financial planners and open its dealer group to the wi...
Editorial
Hedge funds have done well in terms of both performance and distribution, but they are yet to be universally accepted on master trust menus. FIONA MOORE reports....
Financial planning
Many master trust and wrap platforms will not meet their reporting deadlines to financial planners and their clients for the financial year just passed....
Editorial
It is said that a year is a long time in politics but in the world of technology and software it is close to eternity....
Editorial
Will master trusts and planning software ever merge. John Wilkinson finds opinion is still divided....
Financial planning
Professional Investment Services (PIS) has confirmed they are working towards launching a risk master trust and are currently in talks with a number of risk providers in ...
Financial planning
Master trust fee levels will ultimately be determined by investors, through innovations such as Colonial’s FirstChoice master trust. KATE KACHOR reports....
Financial planning
Master trust and wrap providers may be less concerned about fees than they are making out. GEORGE LIONDIS digs deep into the latest fee data....
Financial planning
Some of Australia’s largest master trust providers are preparing to push the envelope of retail managed fund and share market investing with the addition of separately ma...
Financial planning
With the expectation that master trust fees will come down at some point in the future, master trust providers are turning their attention to marketing campaigns as a way...
Financial planning
While master trusts and wraps make administration easier, they have also added another level of fees. JASON SPITS examines who gets what in the platform fee carve up....
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Sounds like a schoolyard childish scrap! take it behind the shelter sheds and sort it out! Really Publicly listed compa...
iN THE END IT IS THE REGULATORS FAULT. wHILE I WAS WORKING I WAS ALLWAYS AMAZED AT HOW UNTHINKING SOME CLIENTS WERE! I...