BT
Financial planning
The BT Financial Group has indicated it has shifted its investment strategy with a stronger focus on stock selection and valuation....
People & Products
Macquarie Funds Management (MFM) has expanded its investment team with two new recruits to meet the additional demands of its growth in funds under management....
Financial planning
UBS Global Asset Management (GAM) has repeated its success in the Money Management/Assirt Fund Manager of the Year Award by taking out top honours with a second back to b...
People & Products
Deutsche Bank Australia has appointed former Invesco Australia chief executive officer Michael Parsons as managing director and head of its private wealth management busi...
Funds management
Master trust provider Strategic Investments Australia has dropped Sagitta Rothschild from its listed property trust lineup following the recent departures of a number of ...
Financial planning
BT Funds Management will offer its nine Partner Funds to the retail market and allow investors to access investment managers previously only available through its wrap pl...
Financial planning
Platforms may make financial planners’ lives easier, but Lisa Bowman asks whether they offer consumers value for money, and whether fee levels will change going forward....
Financial planning
Badging’s success is unrivalled in getting planners to make use of them. Jason Spits looks at where the numbers fall....
Financial planning
If you’re looking for bells and whistles in a platform, you are spoiled for choice in this country. Julie Bennett looks at what’s on offer and what purpose it serves....
Editorial
Craig Phillips reports on who has benefited from the shift in funds from managed funds into master trusts and wraps....
People & Products
Westpac head of financial planning and advice Brett Himbury left the group last Friday amid news that a new wealth management distribution role would be created within th...
Financial planning
Morningstar has downgraded BT/Sagitta’s listed property outlook in response to the recent team changes, while upgrading BT’s international equities outlook....
Funds management
BT/Sagitta property analyst Damien Barrack has left the group less than two weeks after the departure of listed property director Carlos Cocaro....
Financial planning
The Count Financial Group is set to launch an superannuation trustee administration platform in conjunction with Trust, the group created out of the merger between Perman...
Financial planning
The privacy of clients within superannuation funds is under threat as trustees of super funds will be legally forced to share confidential information regarding clients’ ...
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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...