MASTER TRUSTS
People & Products
Invesco Asset Management has shaken up its retail sales division and will combine the positions of head of retail and institutional sales as part of the rollout of a revi...
Financial planning
The retail financial services industry has the opportunity to implement technology which will make it the envy of the financial services world. But, Tom Collins reckons t...
Financial planning
Rothschild and ING have become the latest major name fund managers to join the long line of managers embracing ethical investments....
Financial planning
Small dealer groups will be the fastest-growing sector of financial planning in the next five years, says industry commentator Tom Collins....
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
New Zealand managed fund research house IPAC Securities has been bought out by its management team, headed by David van Schaardenburg and changed its name to FundSource....
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
ObjectMastery is looking at expanding into Asia with its Transact wrap service, according to general manager Ian Craig....
Financial planning
UBS Asset Management may not be the oldest name in the local market but, ironically, has been working at establishing a solid presence for over fifteen years....
Financial planning
The Australian Stock Exchange (ASX) says it is building a back office system to simplify transactions between fund managers....
Financial planning
Master trusts will continue their meteoric rise over the next five years, growing faster than any other investment vehicle....
Financial planning
While up-front commissions are facing virtual extinction, trail commissions continue to form the backbone of the revenue streams of most financial planners. Some in the i...
Editorial
While up-front commissions are facing virtual extinction, trail commissions continue to form the backbone of the revenue streams of most financial planners. Some in the i...
Financial planning
Master trusts have been granted a last minute reprieve before they have to become Investor Directed Portfolio Services (IDPS)....
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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...