BT FUNDS MANAGEMENT

Financial planning

BT Funds Management has topped the latest InTech performance survey for pooled superannuation trusts (PSTs)....

Financial planning

Fund managers have been facing an uphill battle in getting investors to recognise the attractiveness of annuity products that include growth assets....

Financial planning

Investors Mutual has set itself a target of $1 billion of funds under management in the next few years, according to the new client relationship and marketing manager Mar...

Financial planning

For years the Australian financial services industry has looked across the Pacific for future trends, but none of the US behemoths have grabbed a stranglehold on the reta...

People & Products

Rod Smith is to take over from inaugural Financial Services Complaints Resolu-tion Scheme (FSCRS) council chairperson Moira Rayner as the FSCRS moves to ex-pand membershi...

Financial planning

Financial planners will need to revisit their business plans, following the re-lease of the government's response to the Ralph report recommendations....

Financial planning

In just two and a half years, Cochlear, which specialises in cochlear implant technology, has soared from $3 a share to around $16. And, some experts believe that there's...

Financial planning

Colonial is now Australia's second largest fund manager usurping long-time rival BT Funds Management as the second fiddle to the AMP colossus. ...

Financial planning

Colonial First Sate has continued its dream run, topping the 1999 Assirt Service Level Survey....

Financial planning

Is the boom in master trust and wrap services the beginning of the end for ad-visers channelling their clients' money directly into managed funds? ...

Financial planning

Lend Lease has snared top spot in the latest round of market share figures pub-lished by Assirt....

Financial planning

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 fin...

Financial planning

This year is shaping up as the year the US goliaths finally make their mark on the Australian retail financial services landscape....

Financial planning

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 i...

Financial planning

BT Funds Management has made its way back on to recommended lists, following its sale to Principal last month....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 4 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 19 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago
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