Articles tagged with 'BT'

Planners must embrace strategic change: BT

12:00 AM | Need to address issues raised by changing demographics.


Planners must embrace strategic change: BT

12:00 AM | Need to address issues raised by changing demographics.


BT Wrap gets wired into the E-generation

22 May 2008 | An exclusive deal has resulted in SOA inserts being available through the platform.


Will markets get even cheaper?

5 March 2008 | Expert gives opinion on the US recession and equity prices.


Are you prepared?

12 February 2008 | Adviser client base growth set to plummet: BT.


BT’s Yetton resigns

30 January 2008 | Replacement general manager already announced.


BTIM IPO a step closer

31 October 2007 | BT Investment Management’s ASX launch imminent.


BT head calls for simpler, lower cost super

27 September 2007 | Super industry neglecting average Australians: Rob Coombe


The truth about hedge funds

7 June 2007 | As advisers increasingly pay attention to volatility within an investor’s portfolio, now might be the time to take a closer look at hedge funds, and separate the facts from fiction, writes Al Clark.


Magnitude opens new Brisbane office

4 October 2006 | Magnitude Financial Planning is celebrating the opening of its new Brisbane office located at Spring Hill.


Putnam and BT end alliance

27 April 2006 | After ending an exclusive distribution arrangement with BT Funds Management, one of the world’s largest investment managers, Putnam Investments, is set to make its presence known on the Australian market.


BT Wrap adds SMSF service

12 April 2006 | BT Financial Group has become the latest entrant into the self-managed superannuation administration market, launching a service to administer SMSF funds and small Australian Prudential Regulatory Authority funds through its wrap platform.


Year end can be super for clients

24 May 2001 | As the nation fast approaches the end of another financial year, superannuation maintains its prime place as a popular tool for creating a tax effective year end strategies. Nicole Szollos examines areas advisers should consider.


Ending margin lending tax myths

26 April 2001 | Margin loans appear to have come off second best after recent tax changes. However Glenn Toohey dismisses these claims as myths and finds they are in a better position than ever before.


Planners tap corporate super vein

12 April 2001 | The focus on corporate superannuation is long running and is centred mainly on the complexities involved with branching into it. But as Nicole Szollos discovers it is now an easily integrated and vital component for dealer groups and planning firms wanting to take business to the next step.


In’s and Out’s continue at BT

12 April 2001 | The recent spate of new faces at BT Funds Management is the current phase in what has been an active revolving door over the past 12 months.


The In’s and Out’s at BT

12 April 2001 |


Patterson joins Perennial

11 April 2001 | Anthony Patterson, who joined Colonial First State in January as distribution manager, has moved to Perennial Investment Partners.


Headley departs BT

2 April 2001 | BT Funds Management head of Australian equities Rohan Headley will leave the group after 13 years.


Managers resist distribution trend

29 March 2001 | Fund managers have picked up a large slice of the distribution available in the rush to get product under the noses of planners and clients but a number have chosen not to take that path. Kate Kachor looks at the reasons why they have bucked the trend.


AMP, Rothschild and Asgard to join ethical crowd

12 March 2001 | Ethical investment is about to receive a shot in the arm care of some of the biggest names in retail financial services.


AMP, Rothschild and Asgard to join ethical crowd

12 March 2001 | Ethical investment is about to receive a shot in the arm care of some of the biggest names in retail financial services.


BT continues to rake in the dough

16 February 2001 | BT Funds Management may have fallen by the wayside in the Australia equity stakes last year, but the group has continued to bring in large chunks of retail funds.


The Survivors

6 February 2001 | As the Asian market sits licking its wounds, bewildered by the roller coaster ride of 2000, other market entrants are still celebrating. Kate Kachor looks at those victorious and those still battling for survival from last year’s retail equity market.


Bingham set for top job at Portfolio Partners

12:00 AM | Co-founder of Portfolio Partners, Keith Ince, has stepped down from his role as co-managing director of the Norwich-owned fund manager. BT Funds Management (BTFM) head of institutional sales Craig Bingham will take on the role of joint managing director of Portfolio Partners following Ince’s resignation.


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Super Regulation Should superannuation funds be compelled to suspend advertising capable of persuading uninformed investors to crystallise losses?
Yes
 
86%
No
 
14%
The poll is closed.

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