MASTER TRUSTS

Financial planning

Master trusts have outperformed the median industry fund in March, the first month this has happened since August 2008, according to a survey by Chant West....

Financial planning

Plan for Life data confirms grim picture for platform wraps and master trusts....

Financial planning

"Favoured few" to benefit from default fund restrictions: Gilbert....

Financial planning

But who will provide the advice?...

Superannuation

But who will provide the advice?...

Financial planning

There have been a number of comments recently with predictions of where our industry is heading and what developments we may see in the future. In assessing the possibili...

Financial planning

Master trusts and industry super funds....

Financial planning

Perennial Investment Partners has said at least five master trusts have undertaken to pass on 100 per cent of its limited waiver of management fees for retail clients who...

Financial planning

Abstract Long...

Financial planning

The Mariner Wholesale Mortgage Trust is now available through Asgard Wealth Solution’s highly acclaimed master trust and e-wrap platforms....

Financial planning

Any analysis of the success or otherwise of superannuation choice on its first anniversary would be incomplete without revisiting the industry speculation on its potentia...

Financial planning

Industry super funds have outperformed commercial master trusts on net benefits to members for the ninth quarter in a row, according to new comparative research modelling...

Life/Risk

While insurance premiums are in the spotlight because of an attempt to reignite debate over fees charged by superannuation funds, research has found consumers’ propensity...

Financial planning

The purchase of Challenger Funds Management (CFM) by Select Managed Funds has landed the company with 2,500 extra members and about $160 million in invested funds....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 2 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week ago
moneymanagement logo