BT

Financial planning

Boutique Australian equity manager Prime Value has secured its first listings on two retail platforms....

Financial planning

Results of the Commonwealth Bank’s review of Colonial First State will be announced before the end of February, as dealer groups and researchers call for a refinement of ...

Financial planning

Colonial First State has outsourced half of the listed property trust portfolio in its balanced fund to Pengana Capital....

Financial planning

In a pre-choice attempt to attract do-it-yourself (DIY) superannuation investors, ING has halved minimum investment amounts and cut management expense ratios (MERs) for i...

Financial planning

UK insurer Aviva has finally acted on adviser demand for ‘baby’ platforms, and will release a simplified, low cost version of Navigator called Navigator Access....

People & Products

The former head of BT Financial Group, David Clarke, has returned to the industry as chair of non-conforming and equity release lender, Bluestone Group....

Financial planning

Australian Unity is one of the Rising Stars in the retail platform sector, having increased funds under management to its own platform by 65 per cent during December 2003...

Funds management

A willingness to look offshore, as well as travel outside the index in Australia, has carried Principal Global Investors to a win in the property securities category of t...

Superannuation

The Commonwealth Bank of Australia appears as one of the Superstars on this year’s list of leading investment platform providers. It is the second largest group in terms ...

Superannuation

The platform market has neatly divided itself into two segments — with providers such as Asgard, BT and Navigator in one group, and the other made up of a variety of smal...

Financial planning

AMP Financial Planning has for the first time added four non-AMP employer superannuation master trust providers to its approved products list....

Financial planning

Perennial Investment Partners has been mandated by Intech Investment Consultants to manage $300 million in its Australian fixed interest trust....

Financial planning

Challenger Financial Services has signalled it is serious about winning over more advisers, confirming that HSBC Asset Management’s head of distribution will join it foll...

Financial planning

Van Eyk has acted on its belief that ‘growth’ stocks are cheap globally, replacing Wellington International Management with what it has called a “deeper growth” manager f...

Financial planning

St George bank was the hottest retail fund manager in 2004, growing its funds under management faster than any other competitor in the retail market....

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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 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