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MASTER TRUSTS
Financial planning
SMF Funds Management has grown to more than $1 billion funds under manage-ment during the last financial year, with the company estimating a 50 per cent in-crease on this...
Financial planning
Being an adviser is a tough job these days. Not only are advisers responsible for helping their clients to increase their wealth, they also need to focus on the value in ...
Financial planning
York Capital has added an Adelaide cinema complex to its wholesale property fund which is sold through a number of master trusts....
Financial planning
The Yellow Book and The Red book are about to regain their place on the financial services industry’s book shelves, but no longer in a printed format....
Financial planning
AM Corporation's general manager business development and adviser services, Graham Davison calls it "the biggest financial planning opportunity I have seen in 20 years." ...
Financial planning
The Yellow Book and The Red book are about to regain their place on the financial services industry’s book shelves, but no longer in a printed format....
Financial planning
Towers Perrin is entering the outsourcing market, rolling out a package aimed at large corpo-rate superannuation funds....
Financial planning
County Investment Management has returned to the retail market after an absence of two and a half years....
Financial planning
Suncorp Metway is to launch into the $58 billion master trust market....
Financial planning
A recent report by Rice Kachor predicts that Australia’s financial services industry will swing convincingly to the retail side of the industry by 2010. Stuart Engel look...
Financial planning
Wrap accounts and master trusts continue to eat into the market share of traditional retail funds, despite recent dire predictions for the future of portfolio management ...
Financial planning
Wrap accounts and master trusts continue to eat into the market share of traditional retail funds, despite recent dire predictions for the future of portfolio management ...
Financial planning
Aon Consulting has acquired The Australian Superannuation Group (TASG) for an undisclosed sum....
Financial planning
The recently announced mega-mergers in our industry have made me wonder is bigger better, and if so for whom? ASIC believes bigger makes their job easier. They are raisin...
Financial planning
Aon Consulting has acquired The Australian Superannuation Group (TASG) for an undisclosed sum....
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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...