BT

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...

Financial planning

Competition is driving platform fees down and it’s advisers who are feeling the pinch, writes John Wilkinson....

Financial planning

So you thought platforms were a steady business? Not on your life. It has been a year of movers and shakers, writes Ross Kelly....

Financial planning

AMP Financial Services has re-jigged the investment management line up for its major super and retirement platforms....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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....

1 week 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