BT Financial Group has struck a deal with six dealer groups renewing agreements to provide them with its wrap platform for five years....
Former Westpac head of financial planning and advice Brett Himbury has made the move to the Commonwealth Bank (CBA), being appointed yesterday to the role of executive ge...
Westpac and BT have appointed Scott Walters in the newly redefined role of head of financial planning, replacing Brett Himbury who left Westpac last month....
BT Financial Group and Smith Barney Citigroup Australia, after several months of combined product development, have launched what they claim is a ‘market first’ wrap tail...
Consistent performance combined with low volatility enabled Basis Capital to be rated the top InvestorWeb six star fund manager for hedge funds....
UBS Global Asset Management led the pack of six star rated funds in the Australian Fixed Interest Sector, coming in ahead of IOOF/Perennial and BT Financial Group (Sagitt...
Morningstar has downgraded BT/Sagitta’s listed property outlook in response to the recent team changes, while upgrading BT’s international equities outlook....
The Top 100 Dealers Survey is punctuated by the moves of dealer groups, which are often the result of large wallets and large deals. SIMON SEGAL looks at what went down b...
ROB Coombe started last week as the head of retail at BT Financial Group. He finished it as the most senior BT executive still standing following Westpac Bank’s decision ...
SOME of Australia’s leading master trust and wrap researchers have given their qualified endorsement to Westpac’s acquisition of the BT Wrap as part of its buyout of the ...
The Westpac Bank’s group executive of wealth management, David Clarke, has given the Count Financial group his assurance he will not attempt to poach any Count clients in...
Westpac’s acquisition of BT Financial Group should be a minor boon to investors with BT Funds Management (BTFM), but investors at Sagitta Wealth Management could face a p...
Master trusts and wraps continue to snatch significant sums of money in the funds management game, drawing $5.9 billion in net inflows in the June 2002 quarter. But fortu...
Three of Australia’s most influential investment research houses - van Eyk, Assirt and Lonsdale Securities (Lonsec) - have placed a blanket hold on BT Financial Group fun...
The Westpac Bank has confirmed today that it will pay $900 million to buy the BT Financial Group from its US parent, the Principal Financial Group, in a move that will se...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...