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People & Products
BT Financial Group has appointed Dirk Morris as its general manager and chief investment officer after the resignation of Guy Strapp from the positions....
Financial planning
BT Financial Group has entered a strategic partnership with US specialist fund manager Voyager Funds Management, which recently entered the Australian market....
Financial planning
BT has added a gearing tool to its Wrap platform, prompted by a record 45 per cent growth in its margin lending loan book to $3.5 billion as of June 30, this year....
Financial planning
Advisers can now make contribution splitting available to clients within the BT SuperWrap platform, thanks to recent product changes announced by BT Financial Group....
Financial planning
Changes to UK pension laws have highlighted the importance of Australian financial advisers for those transferring money from overseas, the technical head of a leading fi...
Financial planning
St George Group has surprised the market by announcing changes to the structure of its wealth management and retail financial services division, resulting in the departur...
Superannuation
Australian superannuation fund members have been rewarded by another year of double-digit returns, according to the latest data released by Intech Investment consultants....
Financial planning
The Mariner Wholesale Mortgage Trust is now available through Asgard Wealth Solution’s highly acclaimed master trust and e-wrap platforms....
Financial planning
Equity Trustees EQT has boosted its responsible entity RE business by signing up Putnam and an additional two US fund managers entering the Australian market....
Financial planning
Commonwealth Bank/Colonial First State (CBA/CFS) has topped a list of “Super Star” performers in the platform space for 2005 based on research that considered a combinati...
Financial planning
BT Financial Group has been shown to be the most impressive performing business unit of Westpac for the half year ended March 31, 2006, contributing strongly to the banki...
Financial planning
There are many different ways of viewing the Australian funds industry. In broad terms, there’s the total funds market and within that, there is the retail, wholesale and...
Financial planning
After ending an exclusive distribution arrangement with BT Funds Management, one of the world’s largest investment managers, Putnam Investments, is set to make its presen...
Financial planning
Australia’s biggest dealer group, AMP Financial Planning, has endorsed the Financial Planning Association’s principles on conflicts of interest by forming a taskforce to ...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...