BT FUNDS MANAGEMENT

Financial planning

Two financial advisers have been charged in the Adelaide Magistrates Court with a number of offences relating to fraud and failing to pass on client monies....

Financial planning

FOR THE second year running Stephen van Eyk has secured a place in the Most Influential list, and deservedly so....

Financial planning

With the benefit of 20/20 hindsight, Westpac’s buy-out of BT Funds Management would have been handled differently, according to Westpac’s group executive of wealth manage...

Financial planning

It is hard to fault BT Funds Management over its recent decision to rebate back to investors 0.5 per cent of their management fee on the BT Australian Share Fund for a si...

Financial planning

Assirt associate director Anthony Serhan has left the research house on Friday of last week bringing the total number of departures from the group in recent months to fou...

Editorial

Small cap funds have done well in the last year but they are becoming more difficult to access, as GEORGE LIONDIS discovers....

Superannuation

THE AUSTRALIAN Taxation Office (ATO) has developed a hit list for self-managed superannuation funds (SMSF) and it will be looking very closely at the general operational ...

Financial planning

The asset management arm of the BT group will be re-branded in the coming months to Principal Global Investors (PGI) as part of the global integration of Principal and BT...

Financial planning

With the expectation that master trust fees will come down at some point in the future, master trust providers are turning their attention to marketing campaigns as a way...

Financial planning

UBS Global Asset Management has won the InvestorWeb Research Six Star Fund Manager of the Year Award, ahead of Macquarie Investment Management and Perpetual Investments.....

Superannuation

Most financial planners could be excused for thinking that things have gone a little quiet in the world of superannuation....

Superannuation

The women’s rights movement has led to a raft of change an helped create the equally balanced society we live in today. But when it comes to superannuation, women continu...

Financial planning

The Assirt Research house is preparing to make radical changes to the way it measures managed fund inflows in an effort to more closely track the burgeoning flow of funds...

Financial planning

BT Funds Management (BTFM) will expand its international capabilities with the addition of small number of Australian analysts in the group’s investment offices in Singap...

Financial planning

Count Financial has further strengthened its ties with BT Funds Management by badging BT’s multi-manager range of funds under its Compound banner and recommending the ran...

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MARKET INSIGHTS

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

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 18 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 9 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago