BT

Financial planning

Tower Wealth Management owned dealer group Bridges has increased its push into the external dealer group services market by appointing former BT head of wrap specialist G...

Financial planning

BT Financial Group has signed a deal with Newcastle Permanent Building Society to badge BT’s wrap suite as the core platform within the NSW central coast firm’s wealth ma...

Financial planning

Westpac has beefed up its financial advice team following the promotion of BT Financial Group general manager distribution and key executive within the group’s advice div...

Financial planning

Inflows to the life insurance risk market rose 10.9 per cent to $4.2 billion in the 12 months to June 2004, according to a Plan For Life report....

Financial planning

BT Financial Group has announced its chief executive David Clarke will step down as head of the group in February to pursue “wider business interests”, two years after ta...

Financial planning

Research group Lonsec’s scepticism as to the capacity of domestic fund managers to establish thriving global equity arms has prompted it to place Perpetual Trustees Austr...

Financial planning

The platform industry is underperforming in key areas of service delivery to financial advisers, including accuracy of reporting and processing, according to a damning ne...

Financial planning

Melbourne-based boutique hedge fund firm K2 Asset Management has announced plans to close its Australian absolute return fund to avoid triggering potential capacity and l...

Financial planning

Platform provider Navigator today became the latest fund manager to roll-out its own Term Allocated Pension products ahead of law changes that will see the new income str...

Financial planning

Colonial First State has prevailed as the dominant force in the retail managed funds industry, despite registering a drop in inflows of $616 million for the year to date ...

Financial planning

Aon Australia has moved to streamline its platform approach, announcing BT Financial Group’s Wrap service and Asgard's eWRAP and adviserNET products as the new core platf...

Financial planning

John Wilkinson talks to HSBC chief executive Barry Sheehan and chief investment officer Jon Taylor about the challenges of turning around the fortunes of the fund manager...

Financial planning

Madison Financial Group may be smaller in adviser numbers, but bigger is not always better as Ross Kelly discovers....

Financial planning

BT Financial Group has delivered the strongest indication to date it plans to launch a new dealer group, with the Westpac Bank-owned fund manager signing-up former Retire...

Financial planning

Colonial First State and Asgard have emerged as top performers in terms of superannuation and retirement income inflows for the 12 months ending June, according to the la...

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