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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...
Financial planning
SuperEC, the e-commerce initiative to establish a common set of standards for the electronic processing of superannuation related information across fund managers and sup...
Financial planning
BT Margin Lending has launched a regular gearing service into its retail managed funds, making it easier for clients and advisers to access margin loans....
Financial planning
The Bank of New Zealand has for the first time ever taken out the FundSource Fund Manager of the Year Awards and has also taken out the top award for international shares...
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MARKET INSIGHTS
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...