PLATFORMS
Financial planning
Many master trust and wrap platforms will not meet their reporting deadlines to financial planners and their clients for the financial year just passed....
Financial planning
Four years and 50 columns ago, TOM COLLINS first graced the pages of Money Management. Retracing his steps has led him to conclude that not too much has changed....
Financial planning
THE Money Management Technology Report is based on a survey undertaken by The Tom Collins Consultancy and includes providers of technology in the areas of financial plann...
Editorial
It is said that a year is a long time in politics but in the world of technology and software it is close to eternity....
Editorial
Will master trusts and planning software ever merge. John Wilkinson finds opinion is still divided....
Financial planning
Macquarie Wrap Solutions has claimed the top place in funds inflows for discretionary master trusts and wraps after recording inflows of $1.2 billion during the March qua...
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
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
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
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
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
Master trust fee levels will ultimately be determined by investors, through innovations such as Colonial’s FirstChoice master trust. KATE KACHOR reports....
Financial planning
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
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
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...
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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...