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MASTER TRUSTS
Financial planning
Wraps, platforms and master trusts together experienced net inflows of $14.5 billion in the 2010 calendar year to $427.7 billion....
Financial planning
Despite the significant changes taking place in the financial planning sector, masterfunds continue to dominate the financial services industry, something that is unlikel...
Financial planning
Retail master trusts again outperformed industry funds in July on the back of stronger global and domestic equities....
Financial planning
Master trusts have outperformed industry funds in the year to June 2010, but only for the second time in the past decade, according to latest figures from Chant West....
Financial planning
BT Financial Group is the leader in funds under management (FUM) in the total masterfund market, beating National Australia/MLC and Commonwealth/Colonial groups, accordin...
Financial planning
Despite dismal April and May returns, many super funds are set to reward members with double digit returns for the financial year....
Financial planning
The total master fund market grew by 21.1 per cent in 2009 and stood at $410.3 billion at 31 December, according to Plan for Life research....
Life/Risk
Tower Australia has appointed Paul Rohan to manage its substantial AustralianSuper account....
Financial planning
The latest Plan for Life data reveals a strengthening master fund market but declining fortunes for master trusts....
Life/Risk
AXA Australia has improved its online insurance offering for financial advisers, giving them access to live updates on claims and underwriting information as a client’s c...
Financial planning
The consolidation of the financial services industry is being reflected in the platform market. Mike Taylor reports...
Financial planning
A continued resurgence in listed markets could result in further downward revaluations in unlisted assets and a consequent narrowing or reverse of the favourable performa...
Funds management
It has been asset allocation not lower fees that has seen industry funds outperform the retail master trusts in nine out of the past 10 years, according to Chant West....
Financial planning
New Chant West research finds retail trusts have been outperforming industry funds as the repricing of unlisted assets finally takes a toll....
Financial planning
Australian Wealth Management has rolled out enhancements to its AustChoice platform aimed at improving online functionality for advisers....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...