MASTER TRUSTS

Funds management

Citigroup Asset Management has been awarded a $13 million listed properties mandate by Fiducian Portfolio Services via its fund-of-fund offering Fiducian Property Securit...

Financial planning

The term retail means less now than what it did five years ago....

Financial planning

There is rumblings of a revolution in wholesale funds management, as the sector begins to build a path between itself and retail investors....

Financial planning

Norwich Union has taken the master trust sector’s battle for recognition directly into people’s living rooms, with an unorthodox new television advertising campaign aimed...

Financial planning

Inflows into retail financial services products do not accurately reflect the current state of the market since they do not track funds entering master trusts and wraps a...

Financial planning

Independent financial advisers are remaining disillusioned with the big banks in the personal and business superannuation market, a new survey of independent advisers has...

Financial planning

Growing interest in investing has also called attention to some less than professional practices. Tom Collins argues that in the public’s eye planner renumeration may fal...

Financial planning

It is a pretty unusual occurrence to find a financial planner with nothing to do. It seems these days that if a planner does not have towering piles of paper work precari...

Financial planning

HSBC Australia will boost its presence in master trusts and wrap accounts spearheading a global move away from direct sales according to chief executive officer Barry She...

Financial planning

I set off on my recent trip to the UK smug in the belief that I’d be able to teach the Poms a thing or two, as our industry, as we keep telling each other, is so far ahe...

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

Four years is a long time in the rapidly changing retail financial services business. But while developments have come thick and fast in my four years at Money Management...

Financial planning

ING has made moves into the socially responsible investing (SRI) market with the launch of two wholesale funds which are being made available to the retail market through...

Financial planning

BT Financial Group’s uneasy relationship with master trusts and wraps has taken another turn with news it is to offer its wrap service directly to advisers for the first ...

Financial planning

Wraps and master trusts have almost become commoditised, but TOM COLLINS says they should adopt new methods to offer better value to advisers and clients....

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 1 day ago
moneymanagement logo