Search Results | Showing 11 - 20 of 21 results for %22Master Wealth Control%22 |
| | ... their 2019 half year results alone," Dring said. So far, remediation costs have related mostly to misconduct issues within wealth management divisions, he said. "But, ongoing investigation into product design and compliance will likely see further increases ... |
| | | ... AustralianSuper ranked 53rd with $142 billion; First State Super ranked 86th; TCorp ranked 92nd and QSuper secured 97th place. Master trusts and outsourced CIO models like NAB/MLC's Nulis Nominees came in at 76th with nearly $104 billion; BT Funds ... |
| | | ... been in the best interests of members. Hodge said Suncorp Portfolio Services Limited's (SPSL) - the trustee of Suncorp Master Trust (SMT) and Suncorp Pooled Superannuation Trust - use of the tax surplus and representations to members may have breached ... |
| | | ... Operator, has launched a range of software solutions including a new product named Super Simplifier. A sub-plan of the DIY Master Plan, the product is exclusively available through a financial adviser. Described as sitting 'between a super fund and a ... |
| | | ... Strategic Insight. The research house, formerly known as Plan for Life, has released its annual analysis of wrap, platform and master trust managed funds, showing that the market has now grown to $689.1 billion in funds under management (FUM), largely ... |
| | | ... institutional platforms are compromising their first duty to their client, independent advisers have said. Out of 26 leading master trust and wrap platforms studied by research firm Investment Trends for its 2010 Investment Trends Platform Report, only ... |
| | | ... this platform growth. The 2010 Investment Trends Platform Report is based on detailed analyst reviews comparing 26 leading master trust and wrap platforms across over 440 aspects of their service offerings. |
| | | ... and Miles are completely sidestepping the models that have worked in the past for planners, namely conventional wraps, master trusts and multi-managers. The syndicate wants more control over pricing, transparency and disclosure, and the investment menus ... |
| | | ... Executive Trustees will take over as trustee of the super funds. JR Superannuation Fund, Bendigo Staff Superannuation Plan, SMF Master PST and United PST are also affected by the change. According to a statement from Australian Wealth Management, Questor ... |
| | | ... functional, Dignum was in charge of managing the procedures and controls surrounding the major transitions of the main master custody clients. After this he was also responsible for business units reviewing their process as part of a complete review ... |
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