The end is nigh for the Wrap, not the managed fund

The end is nigh for the Wrap, not the managed fund

The slow death of managed funds seems inevitable with the arrival of multiple new investment vehicles, but one may do well to remember Mark Twain’s famous quote: “Reports of my death are greatly exaggerated”. In many ways, the last few years in funds management have...
Why planners are leaving their dealer groups … in droves

Why planners are leaving their dealer groups … in droves

The financial planning sector is an extraordinary part of the wealth chain because it carries incredible value as a result of its distribution capabilities. The dichotomy, however, is that the sector is trying very hard not to be seen as a distributor as it moves...