BT

Financial planning

US-based global equities manager Batterymarch expects to grow Legg Mason’s global equities portfolio to $1 billion within the next 18 months....

Financial planning

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Funds management

Dealer group Premium Wealth Management claims its Premium China Fund has become the largest unlisted China fund offered in Australia, surpassing $154 million in FUM....

Superannuation

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Editorial

With industry focus tuned towards greater interest in an adviser certification program and creating better consumer awareness, Australia’s ethical investment sector has c...

Financial planning

Global economic growth remains strong, and Australia is likely to perform on par with overseas markets in the coming quarter, according to BT chief economist Chris Caton....

Financial planning

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Funds management

Centro Properties Group is seeking stronger distribution for its Direct Property Fund International, a cause furthered by the recent ‘recommended’ rating awarded by Zenit...

Funds management

Australian fund manager, Principal Global Investors (Australia) Ltd will make its first foray into the global real estate market with the launch of the Principal Global P...

Financial planning

BT Financial Group has improved the functionality of its wrap product by allowing those financial planners who use Coin planning software to export customer data directly...

Editorial

Accountancy-based wealth management group, Count Financial has recorded a strong half-yearly result recording a 21 per cent lift in revenues to $58.64 million driving an ...

Financial planning

Financial adviser interest in the margin lending market has skyrocketed, with seven out of 10 advisers increasing their use of gearing with clients in the past 12 months,...

Financial planning

BT Financial Group is the latest Australian wealth management organisation to agree to the United Nations Principles of Responsible Investment....

Policy & Regulation

The Mariner Mortgage Trust has passed the $100 million mark in funds under management, after experiencing growth of 152 per cent in 2006....

Editorial

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago