12 April 2001 | It wasn’t that long ago that news of the Ralph report dominated the financial press. Contentious issues for our industry included the initial consideration of treating collective investment vehicles (such as managed funds) as companies, the tax treatment of pooled super trusts, and dramas surrounding the taxation of life companies.
27 September 2000 | BT Funds Management has restructured its 60 strong national sales team, in a ma-jor refocus of its adviser services operations.
12:00 AM | BT Funds Management’s corporate superannuation master trust business has almost doubled funds under management over the past year, with $700 million under management at the end of the financial year, compared to $400 million in 1999.
20 July 2000 | BT Funds Management believes it will be close to the top of the inflow tables when Assirt releases its market share report for the June quarter next month.
8 June 2000 | BT Funds Management has become the first fund manager in Australia to offer a managed fund that only requires an electronic signature.
11 May 2000 | Fund managers rolling out tech funds couldn’t have picked a worse time.
30 March 2000 | "I can't remember how many naughts are in a trillion dollars but I wouldn't mind a few of them in my bank account".
KnowledgeBank MD Stephen Tunely eyeing off Fidelity's assets at the Next.Direct conference.
28 March 2000 | While Colonial and MLC may have taken the top two positions in the Money Man-agement Fund Manager of the Year due to their strong showing over a number of categories, both failed to win a single individual award.
16 March 2000 | Australian fund managers are beginning to cash in on investor exuberance in technology-related stocks. Jason Spits wraps up the dash for cash run by our biggest fund managers in the pursuit of the technology dollar.
12:00 AM |
The booming margin lending market may be attracting heat from regulators around the world, but Ralph inspired tax changes are set to keep the flame burning. Jason Spits examines the rise and rise of margin lending.
12:00 AM | BT Funds Management (BTFM) has radically altered its game plan in the retail fi-nancial services market under a joint venture arrangement with American Interna-tional Assurance (AIA).
8 February 2000 | In a further sign that Australian investors are ready to take another look at Asia, BT Funds Management (BTFM) will roll out a specialist Japanese share fund today.
4 February 2000 | With the marriage of BT and Principal now guaranteeing the continuing presence of the name in the marketplace, BT are hoping to leverage off their parents' exper-tise in superannuation services with the addition of Dan McGee to BT Funds Man-agement (BTFM) corporate investments services team.
16 September 1999 | Colonial First Sate has continued its dream run, topping the 1999 Assirt Service Level Survey.
2 September 1999 | Lend Lease has snared top spot in the latest round of market share figures pub-lished by Assirt.
2 September 1999 | There is a revolution happening in retail financial services.
Five years ago, the market was bursting at the seams with bundles of new retail investment products for financial planners to distribute to clients.
24 June 1999 | News that BT Funds Management is to be sold is sad, not only for its legion of clients and supporters, but also to people with a keen in-terest in the marketing discipline.
8 May 1999 | BT Funds Management and its new parent Principal Financial Group are keen to show the world a united front.
10 April 1999 | Now that it is firmly in the Principal fold, BT Funds Management is back in action and spreading that message on a roadshow to financial planners this week. Zilla Efrat investigates just how it looks after the $20 billion retail investors have placed under its management.
10 April 1999 | BT Funds Management has made its way back on to recommended lists, following its sale to Principal last month.
1 April 1999 | Several financial planning and research groups have slapped “hold” notices on new investment in BT Funds Management’s products as they wait for a buyer to emerge.
1 April 1999 | BT Funds Management has committed itself to delivering top performance to clients despite a warning from research houses and dealer groups for clients not to invest with the funds manager because it was up for sale.
1 April 1999 | Two events of the past month have the potential to turn the retail financial services market on its head. Tom Collins examines the possibilities opened up by the sale of BT Funds Management and the implementation of CLERP 6 reforms.
4 February 1999 | Dealer groups and research houses have given a mixed reaction to the announcement by Deutsche Bank that BT Funds Management is to remain a separately managed operation in Australia.
4 February 1999 | Fund managers are becoming increasingly cautious as the risk of a major correction looms on the investment horizon.