BT
Financial planning
New research by Chant West Financial Services rates pension products offered by commercial super funds higher than industry fund offerings in terms of member services....
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....
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....
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....
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....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...