BT

Financial planning

AustChoice Financial Services is predicting to hit the $1 billion of funds under management barrier this financial year, says managing director Roger Gumley....

Financial planning

Some of the biggest players in the financial services industry have entered the bat-tle to claim the biggest outsourcing of a corporate superannuation fund in Austra-lia’...

Superannuation

Some of the biggest players in the financial services industry have entered the bat-tle to claim the biggest outsourcing of a corporate superannuation fund in Austra-lia’...

Financial planning

Three developments over the past few weeks point to a major surge in the purchase of managed funds without advice and a major headache for advisers without their fingers ...

Financial planning

What do Count’s Barry Lambert, RetireInvest’s Mark Spiers and Bridges’ Colin Scully all have in common?...

Funds management

BT Funds Management has become the first fund manager in Australia to offer a managed fund that only requires an electronic signature....

Financial planning

The National, soon to be Australia’s third biggest fund manager, has taken top spot in inflow of funds for the three months to the end of March....

Funds management

Armstrong Jones has bagged New Zealand’s Morningstar fund manager of the year crown for the seventh year in succession....

Funds management

Fund managers rolling out tech funds couldn’t have picked a worse time....

Financial planning

Global Technology Fund Take Off Whether or not you believe that the economy has undergone a paradigm shift, there is no denying that ‘new economy’ stocks have left the...

Financial planning

Platinum Asset Management was born on 1 March 1994, the boutique brainchild of Kerr Neilson and a team of six other former BT Funds Management international equities expe...

Financial planning

Camera shy he ain't. Where there is a camera, you will find Money Management editor Stuart Engel....

Financial planning

ASSIRT has given the thumbs up to BT Funds Management's investment team follow-ing its acquisition by Principal Financial Services....

Funds management

ASSIRT has given the thumbs up to BT Funds Management's investment team following its acqui-sition by Principal Financial Services....

Financial planning

It’s about time advisers took the corporate superannuation market seriously, according to BT....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago