1 February 2010 | While much of the debate around NAB/MLC’s acquisition of AXA Asia Pacific has focused on who controls which dealer group, Mike Taylor argues that control of the platforms represents a much
bigger issue.
03:00 PM | MLC has appointed Dean Thomas as the general manager of its MasterKey investment platform, where he will be responsible for managing and developing the suite of investment, super and pension products across the platform.
17 November 2009 | IFSA's super charter alters fee structures for advice and changes the ground rules on advertising.
13 November 2009 | Challenger's Dominic Stevens said the group is preparing for a four-fold increase in contact with planners and dealer groups to push its annuity products. Stevens said the products address various concerns of the Cooper Review.
4 November 2009 | Westpac chief executive Gail Kelly describes result as sound in a challenging year.
10 June 2009 | CBRE providing investment services for fund; financial crisis creating opportunities for investors.
15 April 2009 | Count Financial has revealed a further decline in funds under management in the face of continuing market volatility but has also foreshadowed further acquisitions.
14 April 2009 | Multi-managers appear to be weathering the current market volatility better than most with some companies even reporting net increases in fund flows, according to the latest multi-manager sector review conducted by ratings house, Lonsec.
10 September 2008 | Need to address issues raised by changing demographics.
10 September 2008 | Need to address issues raised by changing demographics.
22 May 2008 | An exclusive deal has resulted in SOA inserts being available through the platform.
5 March 2008 | Expert gives opinion on the US recession and equity prices.
12 February 2008 | Adviser client base growth set to plummet: BT.
30 January 2008 | Replacement general manager already announced.
31 October 2007 | BT Investment Management’s ASX launch imminent.
27 September 2007 | Super industry neglecting average Australians: Rob Coombe
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.
4 October 2006 | Magnitude Financial Planning is celebrating the opening of its new Brisbane office located at Spring Hill.
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.
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.
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.
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.
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.
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.
11 April 2001 | Anthony Patterson, who joined Colonial First State in January as distribution manager, has moved to Perennial Investment Partners.