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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....
Financial planning
Citicorp Investments is to launch its first wrap account, appointing BT Portfolio Services as the back office administrator....
Financial planning
A swag of fund managers have unleashed technology based funds in recent weeks in the wake of Colonial’s hugely successful offering....
Financial planning
Now that the dust has settled on ASIC’s long awaited master trust and wraps pol-icy, most in the industry are enthusiastic about its implementation....
Life/Risk
Associated Planners has come up with what it believes is the first wrap account style system for life insurance products....
Financial planning
The Financial Planners and Insurance Advisers Association (FPIA) has launched a Web site in an attempt to lift the profile of the organisation....
Financial planning
Associated Planners has come up with what it believes is the first wrap account style system for life insurance products....
Financial planning
Citicorp Investments is to launch its first wrap account, appointing BT Portfolio Services as the back office administrator....
Financial planning
The picture for gold stocks is brighter than it’s been for some time, but investors, it seems, are just not seeing it....
Financial planning
RACV Financial Services (RACVFS) has launched its new master trust — SuperChoice — this week and will be using external managers for the first time....
Financial planning
BT institution Steve Newnham is leaving the group after 13 years to head up distribution at Zurch Financial Services....
Financial planning
A stock market listing, a new fee structure and a management team not afraid to speak their minds – there is never a dull moment at Count Wealth Accountants. Samantha Wal...
Financial planning
Japanese equities were one of the stand-out performers on global share markets last year....
Financial planning
BT Funds Management (BTFM) has radically altered its game plan in the retail fi-nancial services market under a joint venture arrangement with American Interna-tional Ass...
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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...