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Funds management
Standard & Poor's Fund Services has released its ratings of the Australian equities large-cap income peer group, with BT the only manager to receive the highest rating....
Financial planning
BT Financial Group is consulting with the Government and regulators in an effort to convince legislators that investment platforms are service, not product, providers, an...
Financial planning
Standard & Poor's Fund Services has released its ratings of the Australian-equity concentrated peer group, including 13 funds from 12 managers....
People & Products
Damien Murphy named acting head of Asgard while group searches for Wayne Wilson's replacement....
Financial planning
Dealer groups are considering new platform arrangements in light of proposed reforms to existing payment structures....
Financial planning
Zenith has released its 2010 Australian Shares sector review, with seven new funds receiving 'highly recommended' ratings....
Financial planning
Listed dealer group Count Financial has confirmed it will seek to take ownership of its preferred investment platforms in response to proposed regulatory reforms that wou...
Financial planning
Former Patriot Asset Management Australian share and small companies funds have been rebranded and relaunched following the acquisition in April of the asset manager by I...
Financial planning
BT Wrap is bringing US financial services expert Bill Bachrach to Australia for a series of road shows aimed at helping BT advisers build their client base by improving c...
People & Products
Former BTFG general manager advice and planning Geoff Lloyd has joined Perpetual as group executive for Private Wealth....
Financial planning
Discussion among Gen Y planners at the Securitor conference has revealed that many see opportunities arising from changes to the industry....
Financial planning
Further regulatory change may have the same impact on planner exits as the introduction of the Financial Services Reform Act....
Financial planning
BT-owned dealer group Securitor is targeting growth, looking to hit 600 advisers within the next three years, according to BT's Neil Younger....
Financial planning
BT Financial Group general manager of advice and private banking, Geoff Lloyd, has resigned after six years with the group....
Financial planning
BT Wrap has upgraded its platform to better service advisers wishing to invest in direct equities and exchange traded funds, with Chris Freeman saying the changes were in...
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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...