BT

Funds management

Dealer group Premium Wealth Management claims its Premium China Fund has become the largest unlisted China fund offered in Australia, surpassing $154 million in FUM....

Superannuation

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Editorial

With industry focus tuned towards greater interest in an adviser certification program and creating better consumer awareness, Australia’s ethical investment sector has c...

Financial planning

Global economic growth remains strong, and Australia is likely to perform on par with overseas markets in the coming quarter, according to BT chief economist Chris Caton....

Financial planning

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Funds management

Centro Properties Group is seeking stronger distribution for its Direct Property Fund International, a cause furthered by the recent ‘recommended’ rating awarded by Zenit...

Funds management

Australian fund manager, Principal Global Investors (Australia) Ltd will make its first foray into the global real estate market with the launch of the Principal Global P...

Financial planning

BT Financial Group has improved the functionality of its wrap product by allowing those financial planners who use Coin planning software to export customer data directly...

Editorial

Accountancy-based wealth management group, Count Financial has recorded a strong half-yearly result recording a 21 per cent lift in revenues to $58.64 million driving an ...

Financial planning

Financial adviser interest in the margin lending market has skyrocketed, with seven out of 10 advisers increasing their use of gearing with clients in the past 12 months,...

Financial planning

BT Financial Group is the latest Australian wealth management organisation to agree to the United Nations Principles of Responsible Investment....

Policy & Regulation

The Mariner Mortgage Trust has passed the $100 million mark in funds under management, after experiencing growth of 152 per cent in 2006....

Editorial

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Financial planning

The BT Ethical Share Fund and Insurance Australia Group took top honours in their categories at the Australian Sustainability Awards....

Financial planning

IWL Limited has secured another three-year agreement with BT Wrap for the provision of its equities trading and portfolio management platform – Echelon Portfolio....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 20 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 3 days ago