BT
Financial planning
Shareholders of listed investment company Bentley Equities - previously BT Global Asset Management - today voted down a proposal to appoint Select Asset Management as its...
Financial planning
The BT Financial Group has struck a deal with six dealer groups renewing agreements to provide them with its wrap platform for a period of five years....
Financial planning
IOOF has now fully bedded down a tiered support service offering to selected advisers – IOOF Premier Services (IPS) – following the launch of the initiative to planners b...
Financial planning
BT Financial Group has launched Premier Adviser Services (PAS) – a selective support initiative for non-aligned advisers it has a strong relationship with – in a bid to b...
People & Products
BT Financial Group head of corporate strategy Ouma Sananikone has resigned from the organisation after completing a strategic review of how the combined Westpac, BT and S...
Financial planning
Uncertainty over the performance of BT/Sagitta’s new Australian equity and property teams has resulted in a lukewarm assessment of the group’s capabilities from research ...
Financial planning
Listed investment company Bentley Equities - previously BT Global Asset Management - has flagged a move back into active investing with shareholders to vote on the appoin...
Financial planning
BT Financial Group has struck a deal with six dealer groups renewing agreements to provide them with its wrap platform for five years....
Financial planning
The BT Financial Group will consolidate its product range under one name from October 27, laying to rest the Sagitta brand as all 450 products in the group’s wholesale an...
Financial planning
Less than half of the 60 Australian-based fund managers requested to submit information to the New Zealand Securities Commission – relating to possible breaches in filing...
Funds management
BT Financial Group has replaced Principal Global Investors (PGI) as investment manager for its more than $500 million of listed property trust assets by bringing the mana...
Financial planning
The head of funds management markets at ING, Jarrod Brown, has left his position and will head back to distribution, taking on the role of head of funds management distri...
Financial planning
InvestorWeb Research has upgraded three investment managers in its latest Australian listed property sector review and reduced the number of managers on its recommended l...
Financial planning
Colonial First State’s (CFS) hedge fund of fund product has been removed from the recommended list by InvestorWeb Research in its latest review of the sector following th...
Financial planning
BT Financial Group has expanded the investment menu for its recently launched low-cost platform, Wrap Essentials, adding 12 new funds across value, growth and core styles...
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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...