BT

Financial planning

Challenger has launched a new pension product that provides fixed cash flows immune from interest rate and market movements....

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Financial planning

Standard & Poor's Fund Services announced that it had this week assigned ratings to various sibling funds managed by a range of fund managers....

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Funds management

S&P's 2011-2012 Sector Report for Australian Equity Small Cap Funds has found the group remains competitive with the majority of managers surpassing performance benchmark...

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Funds management

BT Financial Group now accounts for almost half of the total wrap market, resulting in even more concentration in this space, according to a latest report released by Pla...

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Financial planning

IOOF has reduced the administration fee cap of DKN Financial Group's white-labelled BT Wrap product by 25 per cent, effective 1 May 2012....

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Financial planning

WHK has overhauled its risk APL, removing Comminsure and MLC while adding BT Life and Asteron to the existing stable of TAL, Zurich and Macquarie Life....

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Financial planning

New Zealand retail funds under management grew by 3.4 per cent in the December 2011 quarter to $28.6 billion, replicating growth in the same period in 2010, according to ...

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Editorial

Piers Bolger examines the rise of the Australian dollar and its impact on investment decisions....

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Superannuation

The superannuation guarantee will gradually increase from 9 per cent to 12 per cent over the next seven years, following the passage of the Minerals Resource Rent Tax thr...

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Life/Risk

BT Insurance has launched a range of new protection plans for homemakers and high net worth individuals as well as more flexible application processes for financial advis...

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Editorial

BT emerged from 2011 relatively unscathed in what was a poor year for retail managed funds providers....

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Financial planning

The independence of accountants who align their businesses with financial planning dealer groups could be called into question, according to RSM Bird Cameron principal Pe...

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Superannuation

Funds under management/advice (FUM/A) for the combined retail and wholesale market dropped by 8 per cent in the 12 months to 31 December 2011, according to DEXX&R....

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Funds management

Funds under management/advice (FUM/A) for the combined retail and wholesale market dropped by 8 per cent in the 12 months to 31 December 2011, according to DEXX&R....

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Editorial

According to APRA, ASIC will ultimately be responsible for acting on any breaches around advertising such as the Industry Super Network’s 'compare the pair' campaign....

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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 5 days ago

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

1 month 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. ...

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Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

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