BT
Financial planning
Ratings house Assirt has upgraded BT Funds Management (BTFM) diversified product rating from hold to investment grade, or a three star rating, announcing the upgrade aft...
Financial planning
Star ratings and other qualitative ratings are playing an increasingly powerful role in the funds management industry. Rob Keavney asks who is researching the researchers...
Financial planning
BT Financial Group will offer its wrap service directly to advisers for the first time under the banner of the BT Wrap....
Financial planning
Portfolio Partners founder and joint managing director David Slack will step down from overall management of the group to lead the investment strategy part of the group....
Financial planning
Morningstar has dropped another star off BT Fund Management’s rating, downgrading the fund manager from three to two stars....
Financial planning
Boutique financial planning group Tynan Mackenzie has expanded its offering to private clients by rolling out a wrap service and access to a range of diversified wholesal...
Financial planning
BT Funds Management has continued the staff changes with the new head of international equities Paul Durham changing the structure of his role, dividing it into three sep...
Financial planning
News of the departure of Chris Selth from the head of international equities at BT has not made a great impression on researchers Lonsdale Securities (Lonsec) and Investo...
Financial planning
BT Funds Management has begun a concerted campaign to win-back adviser confidence in its investment skills, says chief investment officer Gary Symons....
Financial planning
Two years ago, the funds management back office outsourcing market was dominated by BT Portfolio Services and Perpetual Fund Services. Perpetual’s move to sell off its ou...
Financial planning
Globalisation of the Australian financial services industry could take up to 10 years, says McKinsey and Company managing partner John Stuckey....
Financial planning
Rothschild and Hunter Hall have emerged with top marks from ethical investment researcher Corporate Monitor....
Financial planning
The Commonwealth only narrowly missed out from pipping National from the top of the table for total retail assets under management, the latest Assirt Market Share Report ...
Editorial
Asset consultants, research houses and financial planners sometimes argue that fund managers rarely outperform their benchmark index. The question is then asked why we pa...
Financial planning
Fund managers are divided over whether they should help the Government fund the Office of the Retirement Commissioner....
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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...