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BT FINANCIAL GROUP
Financial planning
Online platform provider Netwealth has appointed JDV as its in-house broker platform for their wrap and superannuation products, following the announcement that the manag...
Financial planning
Colonial First State Investments has confirmed it has had discussions with “all relevant entities” regarding its concern over the sale of the Lend Lease US Office Trust t...
Financial planning
BT Financial Group has struck a deal with six dealer groups renewing agreements to provide them with its wrap platform for five years....
People & Products
Former Westpac head of financial planning and advice Brett Himbury has made the move to the Commonwealth Bank (CBA), being appointed yesterday to the role of executive ge...
Financial planning
Westpac and BT have appointed Scott Walters in the newly redefined role of head of financial planning, replacing Brett Himbury who left Westpac last month....
Financial planning
BT Financial Group and Smith Barney Citigroup Australia, after several months of combined product development, have launched what they claim is a ‘market first’ wrap tail...
Financial planning
Consistent performance combined with low volatility enabled Basis Capital to be rated the top InvestorWeb six star fund manager for hedge funds....
Financial planning
UBS Global Asset Management led the pack of six star rated funds in the Australian Fixed Interest Sector, coming in ahead of IOOF/Perennial and BT Financial Group (Sagitt...
Financial planning
Morningstar has downgraded BT/Sagitta’s listed property outlook in response to the recent team changes, while upgrading BT’s international equities outlook....
Financial planning
The Top 100 Dealers Survey is punctuated by the moves of dealer groups, which are often the result of large wallets and large deals. SIMON SEGAL looks at what went down b...
People & Products
ROB Coombe started last week as the head of retail at BT Financial Group. He finished it as the most senior BT executive still standing following Westpac Bank’s decision ...
Financial planning
SOME of Australia’s leading master trust and wrap researchers have given their qualified endorsement to Westpac’s acquisition of the BT Wrap as part of its buyout of the ...
Financial planning
The Westpac Bank’s group executive of wealth management, David Clarke, has given the Count Financial group his assurance he will not attempt to poach any Count clients in...
Financial planning
Westpac’s acquisition of BT Financial Group should be a minor boon to investors with BT Funds Management (BTFM), but investors at Sagitta Wealth Management could face a p...
Financial planning
Master trusts and wraps continue to snatch significant sums of money in the funds management game, drawing $5.9 billion in net inflows in the June 2002 quarter. But fortu...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...