BT FUNDS MANAGEMENT

Financial planning

US funds management giant Massachusetts Financial Services (MFS) has launched its first retail offering into the Australian market via a rebadged product which carries th...

Financial planning

In less than a fortnight, the first conference to combines wholesale and retail financial services kicks off in Melbourne. Two of the IFSA conference's keynote speakers s...

Financial planning

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 disciplin...

People & Products

Ross Chessari is set to join the team at ANZ in the newly created po-sition of managing director, ANZ Asset Management....

Financial planning

Forget FUM - it's the advisers that count Two consecutive but unrelated events last week have helped paint a far rosier picture for the future of distribution in this ind...

Financial planning

Recent articles in the pages of Money Management have helped to chronicle the monumental shifts that are shaping the future of the Australian financial services industry....

Financial planning

Two of the biggest players in the US mutual funds industry are preparing to launch in to the Australian retail financial services market....

Financial planning

Bankers Trust (BT) has suffered its lowest quarterly net inflow to its Australian retail unit trusts in two years during the March 1999 quarter, according to Morningstar'...

Financial planning

As managed funds market share data affirms, the banks can be fierce competitors when they get their acts together. Now, Australia's major banks are taking more than a pas...

Financial planning

BT Funds Management and its new parent Principal Financial Group are keen to show the world a united front....

Financial planning

Wrap accounts have been one of the big conversation starters at recent industry gabfests. Paul Resnik asks if the whole debate is missing the most important person, the c...

Financial planning

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

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

In less than a fortnight, the first conference to combine wholesale and retail financial services kicks off in Melbourne. Two of the IFSA conference's keynote speakers sp...

Financial planning

US funds management giant Massachusetts Financial Services (MFS) has launched its first retail offering into the Australian market via a rebadged product which carries th...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago