BT

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....

Financial planning

Australia’s multi-manager funds have too much exposure to in-house products, too many inefficient mandates with unit trusts, and are confused about alternative investment...

Financial planning

Women are more inclined to seek professional advice than men when making investment decisions, while the latter rely more than females on newspapers and magazines accordi...

Financial planning

Westpac chief executive David Morgan will deliver an upbeat assessment of BT Financial Group to an Australasian investment forum in New York this week....

Financial planning

BT Financial Group has appointed the seventh and last member of its Investment Management Selection Group, former Intech senior portfolio manager Chris Thompson....

Financial planning

BT Financial Group’s no-frills wrap, Wrap Essentials, has undergone one of its largest menu expansions since its inception, adding 14 new funds to its list of investment ...

Financial planning

BT Financial Group has revealed that new chief executive Rob Coombe, who officially steps into the role today, will earn an annual base salary of $600,000, but could earn...

Financial planning

Australian growth orientated superannuation funds delivered the best returns for nine years in 2004, but the good times aren’t expected to keep on rolling according to In...

Financial planning

Three years of uncertainty at the Deutsche Asset Management international equities division has come to a head, with Assirt placing its Global Select Fund 'on hold' follo...

Financial planning

Product news from Navigator, Discount Managed Funds and MLC Advice Solutions....

Financial planning

Equities are back and like clockwork so is investor interest, with investors returning to shares from defensive asset classes such as property and cash after the exodus o...

Financial planning

Advance Asset Management has turned to boutiques to provide the investment expertise in its new small companies fund after its existing fund in the sector was partly clos...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
moneymanagement logo