BT
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....
People & Products
In one of this year's biggest recruiting coup's, Colonial First State has signed up one of BT Funds Management's (BTFM) highest profile senior executives, Brian Bissaker,...
Financial planning
BT’s Australian Small Companies Fund has been rated favourably by van Eyk, who notes that the fund has two prized small caps specialists at the helm in Ben Griffiths and ...
Financial planning
Independently owned dealer group Count Financial has come to an agreement to renew its contract with BT Portfolio Services for the administration of Count’s flagship wrap...
Funds management
BT Funds Management will increasingly stake its future success on the performance of outside fund managers after it launched a series of new multi-manager investment opti...
Financial planning
BT Funds Management is the latest group to start up a fund in the increasingly popular small caps area, with the BT Australian Small Companies Fund launched this week....
Editorial
Hedge Funds of Australia has carved a successful niche in the hedge funds market. FIONA MOORE talks to the engine behind the machine and asks what more we can expect from...
Financial planning
Australia’s retail managed funds market has overcome the market turmoil and investor insecurity that followed the September 11 terrorist attacks in the US to record posit...
Financial planning
The term retail means less now than what it did five years ago....
Financial planning
Inflows into retail financial services products do not accurately reflect the current state of the market since they do not track funds entering master trusts and wraps a...
Financial planning
Listed property became a safe haven for many investors in the latter half of last year and may continue to be so as returns remain solid. John Wilkinson examines what is ...
People & Products
The last remaining founder of Portfolio Partners, David Slack, has left the company which he co-founded the company in 1994 with Keith Ince and a group of former County N...
Financial planning
Morningstar Australia’s head of publishing, Deirdre Keown has been made redundant as the fall out from the Graham Rich/ Morningstar Inc split continues....
Financial planning
ING Australia’s small cap equity team has been poached by BT, marking yet another blow to ING’s track record in retaining senior staff....
Financial planning
Independent financial advisers are remaining disillusioned with the big banks in the personal and business superannuation market, a new survey of independent advisers has...
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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...