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Financial planning
The level of outstanding loans relating to margin lending accounts, as well as the number of margin lending clients, have grown dramatically in the past year. PRUE MOODIE...
Financial planning
THE FORMAL takeover of BT by Westpac will leave the new entity with two margin lending operations....
Financial planning
It is hard to fault BT Funds Management over its recent decision to rebate back to investors 0.5 per cent of their management fee on the BT Australian Share Fund for a si...
Financial planning
InvestorWeb has reacted to BT Funds Management’s decision to outsource its international equities management to Putnam by rating funds in this area with a buy recommendat...
Financial planning
BT Funds management has dropped the fees on its flagship BT Australian Share Fund under threat of a sell rating from the van Eyk Research group....
People & Products
BT Funds Management has today appointed US based Putnam Investments to manage its $5 billion international share portfolio....
Financial planning
The Top 100 Dealers Survey is punctuated by the moves of dealer groups, which are often the result of large wallets and large deals. SIMON SEGAL looks at what went down b...
Financial planning
My first assignment as a journo on Money Management in 1997 was to cover the launch of BT’s wrap platform. At the time, the industry hadn’t heard of wrap. Which was just ...
Financial planning
IN THE weeks since Westpac announced the purchase of BT, alongside that of Sagitta, speculation has been rife about who will stay, what jobs they will hold and who will l...
Financial planning
BT Funds Management will face even further scrutiny of its acquisition by Westpac, with Australia’s major financial planning dealerships reviewing whether to pull their i...
Financial planning
As the banks move into financial services in a big way, most notably with Westpac’s acquisition of BT, conventional wisdom says that big is better. TOM COLLINS begs to di...
People & Products
ROB Coombe started last week as the head of retail at BT Financial Group. He finished it as the most senior BT executive still standing following Westpac Bank’s decision ...
Financial planning
The Westpac Bank’s acquisition of the BT Financial Group has continued to wreak havoc on the beleaguered fund manager’s Australian equities capabilities, with two investm...
Financial planning
Westpac’s acquisition of BT Financial Group should be a minor boon to investors with BT Funds Management (BTFM), but investors at Sagitta Wealth Management could face a p...
Financial planning
INVESTOR Group has flagged the possibility of further acquisitions as part of its bid to make its Prescott brand a nationally recognised financial planning network after ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...