PLATFORMS
Financial planning
Merger and acquisition activity among the larger funds management groups has meant many now face the challenges of consolidating assets within multiple platforms into sin...
Financial planning
Colonial First State’s (CFS) flagship master trust, FirstChoice, has reached the $2 billion mark in funds under administration less than nine months after its launch....
Financial planning
It’s been three years since Money Management last profiled the Glenhurst Corporation and in that time much has changed. JOHN WILKINSON reports....
Financial planning
The US based Cerulli Associates research group has reaffirmed its much publicised prediction that Australia’s investment platform marketplace is heading for considerable ...
Financial planning
Count Wealth Accountants has signed with Australian Skandia to make use of the group’s platform which it plans to formally launch in mid February....
Financial planning
Wraps based on the Australian model will replace self-managed accounts in the UK financial services market, a new British report says....
Financial planning
Van Eyk Research and Syscorp have signed a memorandum of understanding to deliver an Individually Managed Account (IMA) to the financial planning market....
Financial planning
Macquarie Funds Management will move to list its wholesale Diversified Treasury Fund on master trust and wrap menus after the fund broke the $1 billion mark for funds und...
Financial planning
The opportunity to take an equity stake is one of the most important features advisers look for when choosing a master trust or wrap. But could it leave the financial pla...
Financial planning
Platforms have long been a key method to access a range of investments and as JASON SPITS reports, rather than being brought down by recent markets, they have continued t...
Financial planning
Financial services education has been a hot topic throughout this year but the issue is about to get even hotter due to a decision made by National Finance Industry Train...
Financial planning
ANYONE who knows anything about the business of financial services knows that master trust and wrap platforms have risen from almost nought a decade ago to become the dom...
Financial planning
The value of BT to a big bank like Westpac lay in its wrap account platforms and that, argues LEO WASSERCUG, is a sign of the times....
Financial planning
Money Management asked a number of wrap account/master trust players what they would like to see if they had unlimited funds, unlimited staff and were free from regulator...
Financial planning
When wrap accounts were first launched they promised to change the world. JOHN WILKINSON reports on whether or not they have....
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MARKET INSIGHTS
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...