MASTER TRUSTS
Financial planning
Well, now the silly season has passed us by, we can all get back to some serious work. I must confess to having caught the millennium bug, at least something must have ca...
Financial planning
Master trust operators may be slugged with a price hike under a recently released policy from Australian Securities and Investments Commission (ASIC). Law firm Freehill H...
Financial planning
One of the most intriguing issues to come out of the Money Management Top 100 survey was the lack of knowledge most dealers have about the key elements of their business ...
Financial planning
Financial planners can develop a very profitable business from selling corporate su-perannuation, but the key is using an outsourcing service like a master trust, says BT...
Financial planning
Of the 50 or so master trusts now on the market, the top five make up about three quarters of the $28 billion sector. ...
Financial planning
SunGard EBS Asia Pacific, the supplier for master trust and wrap account soft-ware will discontinue the production of use of its flagship software MASTER....
Financial planning
Is the boom in master trust and wrap services the beginning of the end for ad-visers channelling their clients' money directly into managed funds? ...
Financial planning
There is a revolution happening in retail financial services. Five years ago, the market was bursting at the seams with bundles of new retail investment products for fin...
Financial planning
With less than a month in the managing director seat, Garry Mulcahy has already set his sights on new opportunities for the FlexiPlan master trust operations. Samantha Wa...
Financial planning
Rodney Adler says distribution is king when it comes to financial services....
Financial planning
FlexiPlan managing director Sue Thomas has sold her 20 per cent stake in the business to MLC and stepped down as managing director....
Financial planning
Norwich has again topped net inflows into its Navigator master trust for the second quarter running, according to Morningstar research, with just under $231 million poure...
Financial planning
I remember, when discretionary master trusts were becoming popular in the mid-nineties, business development managers (BDMs) employed by fund managers were concerned abou...
Financial planning
The overwhelming majority of financial advisers know very little about wrap accounts....
Financial planning
An administration product, in isolation, offers a very narrow service to clients. ...
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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...