BT

Financial planning

Administration service and efficiency is the number one thing that advisers would like their platform provider to improve, while cost and remuneration models came in at s...

Superannuation

Shadow treasurer Joe Hockey has yet to commit to the Opposition's stance on an increase in the superannuation guarantee from 9 to 12 per cent, and has also taken aim at J...

Funds management

Aligning its banking and wealth distribution channels is one of BT Financial Group’s key strategic growth priorities, according to its chief executive, Brad Cooper....

Financial planning

Master trusts have outperformed industry funds in the year to June 2010, but only for the second time in the past decade, according to latest figures from Chant West....

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People & Products

IOOF has announced the appointment of Rory Toal and Leah Waldie as the company's new Southern and Northern region managers, respectively. They will commence their new rol...

Financial planning

Boutique incubator Ascalon Capital Managers to acquire a 30 per cent stake in Regal Funds Management....

Financial planning

Standard & Poor’s Fund Services has withdrawn ratings from five BT Investment Management funds at the manager’s request....

Financial planning

DKN Financial Group has reinforced that it is not concerned about the possible removal of volume rebates between platforms and dealer groups, signing a new five-year cont...

Life/Risk

ING-owned dealer group RI Advice Group has restricted the number of insurers on its Approved Product List to six preferred insurers....

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Financial planning

Industry reforms may lead to changes in adviser recruitment strategies....

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Financial planning

Retail funds under management have recovered from the depths of the GFC, but the recovery has tapered....

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People & Products

BT Investment Management (BTIM) has announced the appointment of Vimal Gor as head of income and fixed interest after the consolidation of BTIM’s cash, credit and fixed i...

Funds management

Standard & Poor's Fund Services has released its ratings of the Australian equities large-cap income peer group, with BT the only manager to receive the highest rating....

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Financial planning

BT Financial Group is consulting with the Government and regulators in an effort to convince legislators that investment platforms are service, not product, providers, an...

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Financial planning

Standard & Poor's Fund Services has released its ratings of the Australian-equity concentrated peer group, including 13 funds from 12 managers....

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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...

4 weeks 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 1 week ago

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

1 week 5 days 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 week 1 day ago

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...

1 week ago