BT
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 ...
People & Products
John Tuxworth has become the latest Sagitta Rothschild senior executive to fall victim to the Westpac Bank’s decision this week to purchase the BT Financial Group....
Financial planning
Three of Australia’s most influential investment research houses - van Eyk, Assirt and Lonsdale Securities (Lonsec) - have placed a blanket hold on BT Financial Group fun...
People & Products
The Westpac Bank has confirmed today that it will pay $900 million to buy the BT Financial Group from its US parent, the Principal Financial Group, in a move that will se...
Editorial
Hedge funds have done well in terms of both performance and distribution, but they are yet to be universally accepted on master trust menus. FIONA MOORE reports....
Funds management
The rise of boutique fund managers has been propelled by their ability to deliver at a time when institutional fund managers are finding it tough. MARK KNIGHT reports on ...
Superannuation
Consolidating overseas superannuation money has a reputation for being hard to expedite. FIONA MOORE reports on what the process involves and how it can provide your clie...
Financial planning
SO YOU have built yourself a nice new investment platform and you want financial planners to use it....
Financial planning
Many master trust and wrap platforms will not meet their reporting deadlines to financial planners and their clients for the financial year just passed....
Editorial
The success of Australia’s Listed Property Trust (LPT) sector is driving the products, and those who invest in them, increasingly offshore. GEORGE LIONDIS reports....
Financial planning
Macquarie Wrap Solutions has claimed the top place in funds inflows for discretionary master trusts and wraps after recording inflows of $1.2 billion during the March qua...
Editorial
Lonsec has downgraded two of Rothschild Australia Asset Management’s funds from recommended to approved status, sighting the Westpac’s purchase of the fund manager introd...
Financial planning
With the expectation that master trust fees will come down at some point in the future, master trust providers are turning their attention to marketing campaigns as a way...
Financial planning
While master trusts and wraps make administration easier, they have also added another level of fees. JASON SPITS examines who gets what in the platform fee carve up....
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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...