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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...

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

Adapting – and surviving – in an everchanging world

Two events of the past month have the potential to turn the retail financial services market on its head. Tom Collins examines the possibilities opened up by the sale of ...

Financial planning

BT turns on the charm to sway dealers

BT Funds Management has won over all but one of the dealer groups and research houses expressing doubts over BT’s management following its planned merger with Deutsche Ba...

Financial planning

Super stars of planning: exploiting the art of selling yourself

A high profile can open many doors for financial planners in terms of quality client leads, retaining clients and building a better business. But as Julia Newbould found ...

Financial planning

Making the choice selection

At the time of writing this article only one of the three forums on administration systems (wraps and master trusts) had been held. ...

Financial planning

Vanguard outsources to BT

Vanguard has become the fourth major fund manager to outsource its registry operations to BT Portfolio Services. ...

Financial planning

Fees: the new fuel added to the master vs wrap fire.

With three conferences on client portfolio management systems scheduled for Sydney over the next week or so, the master trust versus wrap account war appears to be escala...

Financial planning

Dealers and researchers on hold over independent BT

Dealer groups and research houses have given a mixed reaction to the announcement by Deutsche Bank that BT Funds Management is to remain a separately managed operation in...