platforms

Financial planning

Portfolio Links serves up unlimited menu wrap

Sydney based financial services Group, Portfolio Links, has launched what it is calling the next generation wrap account, promising to set no limits on the range of asset...

Financial planning

APIR breaks codes barrier

APIR, the Canberra based industry organisation which supplies codes to unit trust products, now has 10,000 active products listed and coded, according to managing directo...

Superannuation

Hunter Hall to launch super fund

Boutique funds management house Hunter Hall is preparing to launch a new ethical superannuation fund in an attempt to capitalise on the growing popularity of its series o...

Financial planning

Planners seek new vehicles in master trust drive

Dealer groups that launch their own master trusts are said to offer their planners even more choice. But, as KATE KACHOR reports, not everyone believes in their long-term...

Financial planning

Loyalty called on to stop planner exodus

Dealer groups are finding that loyalty programs, clearly defined career paths and equity are key ways of retaining planners, reports KATE KACHOR....

Financial planning

More advisers does not always mean more clients

NICOLE SZOLLOS explores the correlation between the number of planners employed by a distributor and funds under advice. ...

Financial planning

Institutions dominate advice distribution

The influence of large scale financial institutions in the financial advice market shows no signs of abating. GEORGE LIONDIS reports on Money Management’s second annual l...

Financial planning

Will master trusts be wrapped up?

Wrap accounts are set to replace master trusts as tomorrow’s product. <caps>Fiona Moore</caps> finds out why, and what it means for financial planners....

Financial planning

Heavy users of master trusts come clean on their appeal

Master trust funds under administration continue to grow, as financial planners embrace these platforms with increasing enthusiasm. NICOLE SZOLLOS speaks to some of the b...

Financial planning

Industry debates the future of master trusts

<i>Money Management</i> hosted an exclusive Master Trust round table discussion, bringing together the views of the research, funds management, master trust and financial...

Financial planning

Growth you can count on, but big is still best

Superannuation master trusts growth is virtually assured, thanks to the Super Guarantee levy. However, as FIONA MOORE reports, not so definite is who the survivors will b...

Superannuation

Non-super master trusts keep rolling on

If their phenomenal level of growth is anything to go by, non-super master trusts appear destined to become the dominant investment vehicle in Australia. GEORGE LIONDIS r...

Financial planning

Sanford signs up ING’s Optimix

Online financial services group, Sanford, has signed an agreement to provide its online share trading product, Virtual Broker, to Optimix Investment Management, a special...

Funds management

O’Brien takes on funds management at AXA

AXA retail funds and superannuation marketing national manager Mick O’Brien has become the group’s new chief investment officer (CIO) after AXA decided to combine the rol...

Financial planning

The debate should be about the quality of advice

Over the last few years I’ve noticed that industry commentators are focussing on the issue of so called “independence” of advice and then drawing the conclusion that this...