platforms

Financial planning

AM Group, parent company of AM Corporation, has entered the United Kingdom advisory business through a joint venture between AM Financial and independent UK dealer group,...

Financial planning

Fund processing providers questioned

Colonial First State has questioned the need for a straight through processing service to hit the market, claiming such an offering at this stage would be a case of too l...

Financial planning

MTs gear up for separate accounts

Some of Australia’s largest master trust providers are preparing to push the envelope of retail managed fund and share market investing with the addition of separately ma...

Financial planning

Master trusts gear up for new era of separate accounts

Some of Australia’s largest master trust providers are preparing to push the envelope of retail managed fund and share market investing with the addition of separately ma...

Financial planning

Move over fees, marketing is the new differentiator

With the expectation that master trust fees will come down at some point in the future, master trust providers are turning their attention to marketing campaigns as a way...

Financial planning

Future of fees is a matter for the people

Master trust fee levels will ultimately be determined by investors, through innovations such as Colonial’s FirstChoice master trust. KATE KACHOR reports....

Financial planning

SMAs set to undermine master trusts

The arrival of separate accounts will put further pressure on master trusts to reduce fees. As FIONA MOORE reports, master trusts could learn from separately managed acco...

Financial planning

Carving up the remuneration pie

While master trusts and wraps make administration easier, they have also added another level of fees. JASON SPITS examines who gets what in the platform fee carve up....

Financial planning

Multi-managers set the record straight

There used to be one name for fund managers who pooled money to invest with a range of fund managers. So what happened? FIONA MOORE reports on the rise of the multi-manag...

Financial planning

Extracting real value from badging

The flip side of administration platform fees is the value that master trusts can help generate for a financial planning business. Tynan Mackenzie chief executive officer...

Financial planning

Where do the costs go?

It is no secret that master funds and other forms of reporting technology require constant up keep. And, it seems a never ending string of payments....

Financial planning

Hard times refuse to roll around

Master trust and wrap providers may be less concerned about fees than they are making out. GEORGE LIONDIS digs deep into the latest fee data....

Financial planning

When will our focus shift from fees?

THE ASCENSION of the administration platform has been taking place for more than a decade, making it hard for planners to remember when they did not use one....

Funds management

Banks and fund managers pair up

The funds management and banking sectors have been in an acquisition frenzy during the past two years, fulfilling the industry prophecy of rationalisation. FIONA MOORE ta...

Financial planning

Integratec to provide training on IDT software

Financial planning software provider Investment Data Technologies (IDT) is to outsource the training for its software platform to independent training organisation Integr...