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Financial planning
Listed investment company Bentley Equities - previously BT Global Asset Management - has flagged a move back into active investing with shareholders to vote on the appoin...
Financial planning
BT Financial Group has struck a deal with six dealer groups renewing agreements to provide them with its wrap platform for five years....
Financial planning
The BT Financial Group will consolidate its product range under one name from October 27, laying to rest the Sagitta brand as all 450 products in the group’s wholesale an...
Financial planning
Less than half of the 60 Australian-based fund managers requested to submit information to the New Zealand Securities Commission – relating to possible breaches in filing...
Funds management
BT Financial Group has replaced Principal Global Investors (PGI) as investment manager for its more than $500 million of listed property trust assets by bringing the mana...
Financial planning
The head of funds management markets at ING, Jarrod Brown, has left his position and will head back to distribution, taking on the role of head of funds management distri...
Financial planning
InvestorWeb Research has upgraded three investment managers in its latest Australian listed property sector review and reduced the number of managers on its recommended l...
Financial planning
Colonial First State’s (CFS) hedge fund of fund product has been removed from the recommended list by InvestorWeb Research in its latest review of the sector following th...
Financial planning
BT Financial Group has expanded the investment menu for its recently launched low-cost platform, Wrap Essentials, adding 12 new funds across value, growth and core styles...
Financial planning
AXA will offer both growth and value based funds into the retail market after kicking off a value style based Australian equity fund through Bernstein Investment Research...
Financial planning
In 1999, Westpac Financial Planning & Advice (Westpac) which ranked fifth in the Money Management Fastest Growing Dealer Groups Survey, had 570 advisers....
Financial planning
Madison Financial Group might be small, but it knows where it’s headed. Kate Kachor reports....
Financial planning
Westpac and BT have appointed Scott Walters in the newly redefined role of head of financial planning, replacing Brett Himbury who left Westpac last month....
Financial planning
BT Financial Group and Smith Barney Citigroup Australia, after several months of combined product development, have launched what they claim is a ‘market first’ wrap tail...
Editorial
The skill of a boutique fund manager is to find a niche and perform well within that speciality. Rural Funds Management seems to have found such a niche, as John Wilkinso...
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...