BT FUNDS MANAGEMENT

Financial planning

The recent spate of new faces at BT Funds Management is the current phase in what has been an active revolving door over the past 12 months....

People & Products

Anthony Patterson, who joined Colonial First State in January as distribution manager, has moved to Perennial Investment Partners....

Financial planning

Fund managers have picked up a large slice of the distribution available in the rush to get product under the noses of planners and clients but a number have chosen not t...

Financial planning

Ethical investment is about to receive a shot in the arm care of some of the biggest names in retail financial services....

Financial planning

BT Funds Management may have fallen by the wayside in the Australia equity stakes last year, but the group has continued to bring in large chunks of retail funds. ...

Financial planning

BT Funds Management is feeling the heat of the recent slump in its Australian equities performance....

Financial planning

Fund managers are showing little enthusiasm for the idea of the New Zealand and Australian Stock Exchanges getting together. ...

Financial planning

BT Funds Management has suffered a ratings downgrade due to the recent departure of chief investment officer Andre Morony....

Financial planning

Co-founder of Portfolio Partners, Keith Ince, has stepped down from his role as co-managing director of the Norwich-owned fund manager....

Financial planning

The woes of the Australian dollar are continuing to benefit investors with a significant exposure to international funds. ...

Financial planning

Anyone who watches the telecasts of the Mercantile Mutual Cup cricket matches would have noticed that the shots of the batsmen now have a lion in the background. ...

Financial planning

After a delay of over a year, discount retail giant The Warehouse, is about to announce the launch of its branded financial services products....

Financial planning

New Zealand’s funds management industry says overseas-based fund managers may snare most of the business for the Government’s proposed superannuation fund....

Financial planning

Why would a dealer group set up their own master trust when there are plenty available out of the box? <B>Kate Kachor</B> looks at three different answers to this questio...

Financial planning

Phillip Matthews has been named as the first permanent chief executive the Financial Planning and Insurance Advisers Association (FPIA)....

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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 20 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 11 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