BT | Money Management

BT

Financial planning

Consolidated finally ready to hit the ASX

After months of wrangling, Consolidated Financial Services (CFS) has launched a prospectus to list in October and raise $1.4 million, nearly 12 months after the initial p...

Financial planning

US stock fall unpredictable

The US stockmarket will lose 15 per cent before the end of the year, however, the timing and the reason for a fall cannot be predicted, says BT chief economist Chris Cato...

Financial planning

Retail is dead, long live retail!

There is a revolution happening in retail financial services. Five years ago, the market was bursting at the seams with bundles of new retail investment products for fin...

Financial planning

Rugby: it's the game played in heaven, not in hospital

They build 'em tough at BT. Australian equities chief Rohan Hedley recently proved the recent hoopla over BT's sale to the corn growers from Iowa wasn't going to take his...

Financial planning

Back office groups enter boom times…

Despite a brief hiatus, demand for back office services from financial services organisations looks set to boom. Samantha Walker discovers why....

Financial planning

A visit to the Principal lifts BT’s standing

BT Funds Management has made its way back on to recommended lists, following its sale to Principal last month....

Financial planning

Business as usual for BT – under Principal’s wing

Now that it is firmly in the Principal fold, BT Funds Management is back in action and spreading that message on a roadshow to financial planners this week. Zilla Efrat i...

Funds management

Point of View – An open letter to fund managers

This is an open letter to all funds managers from a typical adviser who runs a small business. I mean to raise issues that urgently need to be addressed by all sides of o...

Financial planning

MFS counting on impact in Aussie retail market

US funds management giant Massachusetts Financial Services (MFS) has launched its first retail offering into the Australian market via a rebadged product which carries th...

Financial planning

Sustaining the planning boom is the key to a strong future

Our lead in this edition of Money Management paints a bleak picture for dealer groups looking to hang on to their top producers or boost-ing their planner numbers to meet...

Financial planning

Marketing towards a better selling price

News that BT Funds Management is to be sold is sad, not only for its legion of clients and supporters, but also to people with a keen in-terest in the marketing disciplin...

Financial planning

Are we simply too wrapped up in wraps?

Australia's financial services watchdog has just handed down its vi-sion of how wrap accounts should be regulated. ...

Financial planning

And a final piece of advice: it's the advisers that count

Forget FUM - it's the advisers that count Two consecutive but unrelated events last week have helped paint a far rosier picture for the future of distribution in this ind...

Funds management

Funds management game is worth the risk for IOOF

From a friendly society tradition, IOOF funds management operation has emerged as a business in its own right. ...

Financial planning

Thanks for the memories...

Recent articles in the pages of Money Management have helped to chronicle the monumental shifts that are shaping the future of the Australian financial services industry....