BT
Life/Risk
BT Financial Group has cut clients' waiting times by extending their tele-claim services to include trauma claims....
Funds management
Two BT Investment Management funds have been upgraded to five star ratings to become the only five-star funds in Standard & Poor's 2011/2012 Australian Listed Property Se...
Financial planning
Money Management and Lonsec have again seen a close race to the finals in this year's Fund Manager of the Year awards, with boutique managers doing the sector proud....
Policy & Regulation
Investment Trends' 2011 Planning Software Report has indicated developers tended to consolidate existing functionality in response to FOFA and the GFC in 2011, rather tha...
Financial planning
Challenger has launched a new pension product that provides fixed cash flows immune from interest rate and market movements....
Financial planning
Standard & Poor's Fund Services announced that it had this week assigned ratings to various sibling funds managed by a range of fund managers....
Funds management
S&P's 2011-2012 Sector Report for Australian Equity Small Cap Funds has found the group remains competitive with the majority of managers surpassing performance benchmark...
Funds management
BT Financial Group now accounts for almost half of the total wrap market, resulting in even more concentration in this space, according to a latest report released by Pla...
Financial planning
IOOF has reduced the administration fee cap of DKN Financial Group's white-labelled BT Wrap product by 25 per cent, effective 1 May 2012....
Financial planning
WHK has overhauled its risk APL, removing Comminsure and MLC while adding BT Life and Asteron to the existing stable of TAL, Zurich and Macquarie Life....
Financial planning
New Zealand retail funds under management grew by 3.4 per cent in the December 2011 quarter to $28.6 billion, replicating growth in the same period in 2010, according to ...
Editorial
Piers Bolger examines the rise of the Australian dollar and its impact on investment decisions....
Superannuation
The superannuation guarantee will gradually increase from 9 per cent to 12 per cent over the next seven years, following the passage of the Minerals Resource Rent Tax thr...
Life/Risk
BT Insurance has launched a range of new protection plans for homemakers and high net worth individuals as well as more flexible application processes for financial advis...
Editorial
BT emerged from 2011 relatively unscathed in what was a poor year for retail managed funds providers....
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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...