BT
Financial planning
The AXA Group has embarked on a major makeover of its flagship master trust, Summit, in an effort to entrench the investment platform as one of the largest master trusts ...
Financial planning
BT Funds Management’s wrap service has passed the $6 billion mark for funds under advice after a period of unprecedented growth....
Financial planning
BT Funds Management’s wrap service has this week passed the $6 billion mark for funds under advice after a period of unprecedented growth....
Financial planning
When Greg Perry announced his departure from CFS, DOMINIC McCORMICK says a vintage exhibition of marketing muscle and finesse left many research houses dancing to the inv...
Financial planning
Van Eyk Research says BT Funds Management has been slow to utilise its connections with US parent, Principal, but that the fund manager is at last making steps in the rig...
Financial planning
Real estate agents have made another high level push into financial planning with the launch by the Raine and Horne real estate group of Raine and Horne Asset Management ...
Financial planning
BT Funds Management (BTFM) will expand its international capabilities with the addition of small number of Australian analysts in the group’s investment offices in Singap...
Financial planning
PlantinumChoice Portfolio Services, the new master trust to be administered by Norwich owned Navigator, will be offering an equity stake to select groups of advisers foll...
Financial planning
Count Financial has further strengthened its ties with BT Funds Management by badging BT’s multi-manager range of funds under its Compound banner and recommending the ran...
Superannuation
Boutique funds management house Hunter Hall is preparing to launch a new ethical superannuation fund in an attempt to capitalise on the growing popularity of its series o...
Financial planning
In one of this year’s biggest recruiting coups, Colonial First State has signed up one of BT Funds Management (BTFM) highest profile senior executives, Brian Bissaker, to...
Financial planning
Wrap accounts are set to replace master trusts as tomorrow’s product. <caps>Fiona Moore</caps> finds out why, and what it means for financial planners....
Financial planning
Master trust funds under administration continue to grow, as financial planners embrace these platforms with increasing enthusiasm. NICOLE SZOLLOS speaks to some of the b...
Financial planning
Superannuation master trusts growth is virtually assured, thanks to the Super Guarantee levy. However, as FIONA MOORE reports, not so definite is who the survivors will b...
Financial planning
Zurich Financial Services has launched a new wrap account that gives the advisers and dealer groups that use it access to a rewards-based equity program....
Never miss the latest news and developments in wealth management industry
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...