POWERED BY MOMENTUM MEDIA
BT FUNDS MANAGEMENT
Financial planning
In an unprecedented move, the corporate regulator has launched multiple civil penalty proceedings again the bank for matters including fee-for-no-service for deceased cus...
Superannuation
BT Funds Management has admitted that its efforts to migrate 277,679 members to its BT Super product may have resulted in 38,000 people exiting the company’s products....
Policy & Regulation
The Australian Securities and Investments Commission has signalled it will appeal the Federal Court decision regarding Westpac Securities Administration and BT Funds Mana...
People & Products
Australian Unity has made two strategic appointments to its investments business. ...
People & Products
Capital group Australia has appointed Matthew Reynolds as its new investment director, Australia....
Financial planning
BT Financial Group’s Chris Freeman announces his transition to retirement....
Financial planning
Veteran BT executive Chris Freeman to retire after 25 years with group...
Superannuation
Can the ATO access a taxpayer’s superannuation when bankruptcy looms? David Oon and Bryce Figot explore this matter further....
People & Products
Parametric Portfolio Associates has strengthened its Australian team with the appointment of Chris Briant as chief executive, Australasia....
People & Products
Ben Daly has been appointed as Goldman Sachs Asset Management’s key account manager for New South Wales and Queensland....
People & Products
Franklin Templeton Investments has appointed Matthew Hattersley as northern region - key account manager, the company's sixth strategic hire to its retail business in the...
People & Products
UBS Global Asset Management (UBSGAM) has replaced one of the two portfolio managers who suddenly resigned from its small caps team last month, with another appointment on...
People & Products
Former BT Financial Group executive Graeme Fowler and accounting specialist David Smith have joined soon-to-be-floated Count subsidiary CountPlus as non-executive directo...
Financial planning
BNP Paribas Investment Partners is establishing an Australian fixed income investment team in response to renewed investor caution to market volatility....
Financial planning
Both Standard & Poor’s (S&P) and Lonsec have reviewed the ratings assigned to the Australian equities offerings from Colonial First State Global Asset Management (CFS) an...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...