BT
Financial planning
The flip side of administration platform fees is the value that master trusts can help generate for a financial planning business. Tynan Mackenzie chief executive officer...
Financial planning
Master trust and wrap providers may be less concerned about fees than they are making out. GEORGE LIONDIS digs deep into the latest fee data....
Financial planning
Choosing the correct time to invest is crucial, but as DOMINIC McCORMICK says, investing when all the indicators are wrong is foolish....
Funds management
The BT group is expected to join the growing list of major funds management groups in Australia to push headlong into the burgeoning hedge fund scene with the launch of a...
Financial planning
St George Margin Lending has made another enhancement to its margin lending product, a regular gearing facility, confirming its push to raise the product’s profile in the...
Financial planning
The BT Financial Group has extended its margin lending facility within its wrap account service to now cover equity investments....
Financial planning
The Macquarie Bank has grown its margin lending business by 90 per cent in the last twelve months on the back of growing interest in gearing into managed funds and shares...
Financial planning
Lonsec has reviewed the BT Small Companies Fund and has awarded the fund a ‘recommended’ rating....
Financial planning
Tower Trust has added St George Margin Lending to its margin lending recommended list for wholesale managed fund investments....
Financial planning
Australia is one of the largest managed funds markets in the world and has been growing quickly for 20 years....
Financial planning
Gearing is not for all investors, and advisers that recommend gearing inappropriately should expect to face the consequences. GEOFF DAVEY looks at the fate of the client,...
Financial planning
Product innovation and demographic change is making margin lending products more attractive to a wider audience. SUE WEBSTER reports on the push of margin lending into th...
Financial planning
While margin calls can make risk-adverse clients a little weak at the knees, loan providers are now delivering a number of strategies to ease their concerns. FIONA MOORE ...
Financial planning
BT Funds Management will introduce an internal financial advisory business, to increase its service offering and meet demand from its existing base of direct clients. ...
Superannuation
Most financial planners could be excused for thinking that things have gone a little quiet in the world of superannuation....
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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...