POWERED BY MOMENTUM MEDIA
BT
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 ...
Financial planning
Colonial First State, Commsec, Macquarie and Leveraged Equities were the big winners in a margin loan market that showed no signs of cooling off last year....
Financial planning
Some of Australia’s biggest dealer groups have given the Financial Planning Association’s new conflicts principles the thumbs up, but not all expect the initiative to mar...
Financial planning
Research by InvestorWeb has found against a prevailing notion by local researchers that active fixed interest management doesn’t add value after fees....
Financial planning
Portfolio Partners has launched a new Australian sustainability fund and poached Amanda McCluskey from BT to run it....
Financial planning
The glory days of the boutique fund manager are over. Investment managers from the big end of town, particularly BT, were the best performing managers of Australian equit...
Financial planning
As Colonial First State’s global listed property offering languishes with Morningstar’s lowest ‘avoid’ rating following the loss of its team to Perennial, BT’s global lis...
Financial planning
In the financial planning industry, the road to setting up your own practice is full of pot holes. BEN ABBOTT asked John Kiley how he survived his first year....
Financial planning
Web Abstract long compulsory...
Financial planning
Solid exposure to the Australian mortgage market has contributed to an upgrading of Mariner Mortgage Trust’s rating by InvestorWeb Research from ‘buy’ to ‘strong buy’ in ...
Financial planning
Financial planning group Centric Wealth has made four new appointments following the merger of the Berkley Group and Centrestone Wealth Advisers....
Financial planning
A small, Melbourne-based dealer group has done what only a handful of the global institutional managers have managed to do in Australia – launched its own China-specific ...
Financial planning
The Advance Concentrated Australian Share Fund, managed by boutique firm MIR, is now available on the Asgard, BT and Macquarie wraps....
People & Products
Guardian Financial Planning managing director Paul Forbes has been hired by Professional Investment Services, with a brief to drive the growth of its Australian operation...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....