PLATFORMS
Financial planning
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
<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
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
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
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
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
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...
Financial planning
Bucking the aggregation trend, eleven former Pembroke and Godfrey Pembroke financial planners have established their own planning business following their growing disillu...
Financial planning
The financial services industry remains inefficient because its success means it does not have to improve. However Tom Collins argues this will spur on the next wave of c...
Financial planning
MLC plans to bring together its two investment platforms, MasterKey and Flexiplan, in a bid to enhance the product offering of both product in the areas of client service...
Financial planning
There is no doubt a major trend in the industry over the past five years has been for the majority of retail investment to go through administration platforms such as wra...
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
The previous chief executive of RetireInvest Mark Spiers and the current head of Partnership Planing Mike Walker have both departed ING shortly before Christmas....
Financial planning
Recently launched financial planning business management group Customer Acquisition and Retention Management (CARM) will launch its own funds management and financial pla...
Financial planning
Dealer group Grosvenor Securities has announced an equity offer plan to the group’s 45 proper authority holders, in a move to grow the Grosvenor business....
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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...