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BT FUNDS MANAGEMENT
Financial planning
Two financial advisers have been charged in the Adelaide Magistrates Court with a number of offences relating to fraud and failing to pass on client monies....
Financial planning
FOR THE second year running Stephen van Eyk has secured a place in the Most Influential list, and deservedly so....
Financial planning
With the benefit of 20/20 hindsight, Westpac’s buy-out of BT Funds Management would have been handled differently, according to Westpac’s group executive of wealth manage...
Financial planning
It is hard to fault BT Funds Management over its recent decision to rebate back to investors 0.5 per cent of their management fee on the BT Australian Share Fund for a si...
Financial planning
Assirt associate director Anthony Serhan has left the research house on Friday of last week bringing the total number of departures from the group in recent months to fou...
Editorial
Small cap funds have done well in the last year but they are becoming more difficult to access, as GEORGE LIONDIS discovers....
Superannuation
THE AUSTRALIAN Taxation Office (ATO) has developed a hit list for self-managed superannuation funds (SMSF) and it will be looking very closely at the general operational ...
Financial planning
The asset management arm of the BT group will be re-branded in the coming months to Principal Global Investors (PGI) as part of the global integration of Principal and BT...
Financial planning
With the expectation that master trust fees will come down at some point in the future, master trust providers are turning their attention to marketing campaigns as a way...
Financial planning
UBS Global Asset Management has won the InvestorWeb Research Six Star Fund Manager of the Year Award, ahead of Macquarie Investment Management and Perpetual Investments.....
Superannuation
Most financial planners could be excused for thinking that things have gone a little quiet in the world of superannuation....
Superannuation
The women’s rights movement has led to a raft of change an helped create the equally balanced society we live in today. But when it comes to superannuation, women continu...
Financial planning
The Assirt Research house is preparing to make radical changes to the way it measures managed fund inflows in an effort to more closely track the burgeoning flow of funds...
Financial planning
BT Funds Management (BTFM) will expand its international capabilities with the addition of small number of Australian analysts in the group’s investment offices in Singap...
Financial planning
Count Financial has further strengthened its ties with BT Funds Management by badging BT’s multi-manager range of funds under its Compound banner and recommending the ran...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...