MASTER TRUST
Financial planning
Norwich Union's Navigator master trust has taken out the top honour and bagged five out of eight of the premier service level awards for retail financial services....
Financial planning
Challenger has finally rolled out the Galaxy master trust after announcing its intention to offer the group’s second master trust offering in November last year....
Financial planning
High profile industry figure Kevin Wyld has answered the knockers of the Beacon master trust he developed, by announcing the administration platform had reached $100 mill...
Financial planning
The National Australia Bank has regained the mantle as the top managed fund distributor in the retail market, dominating inflows into managed funds in the last three mont...
Financial planning
The Mawson Group is to roll out its first master trust this week as its expansion plans start to come to fruition....
Financial planning
Tyndall Asset Management will establish an international fixed interest fund to be managed locally....
Financial planning
Ipac is to unveil a program of equity options to financial planning firms this week in an effort to become Australia’s “national, pre-eminent advice and implementation gr...
Financial planning
The arrival of global players in the UK master trust market has boosted awareness and brought benefits for Australian player Objectmastery....
Financial planning
The arrival of global players in the UK master trust market has boosted awareness and brought benefits to Australian player Objectmastery....
Financial planning
The Commonwealth Bank has sold its 50 per cent stake in Ipac Securities to a combination of Ipac directors and UBS Capital....
Financial planning
The success of MLC, under the ownership of the National Australia Bank (NAB), in courting the Deutsche Financial Planning advisers to join with Godfrey Pembroke is widely...
Funds management
AXA’s Australian and New Zealand funds management division has booked a 32 per cent increase on first half operating profits to $29 million....
Financial planning
Tower has increased its shareholding in master trust, Beacon Investment Management after it bought out the shareholdings of Grosvenor Securities....
Financial planning
Nearly half of Macquarie Financial Services’ 80 marketing and sales staff will be either redeployed or retrenched under an extensive restructure of the group’s sales and ...
Financial planning
Nearly half of Macquarie Financial Services’ 80 staff will be either redeployed or retrenched under an extensive restructure of the group’s sales and marketing functions....
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MARKET INSIGHTS
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...