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BT
Editorial
There is a lot of interest at the moment in Separately Managed Accounts (SMAs) - also known as Individually Managed Accounts - and their imminent coming of age....
Financial planning
BT has enhanced the stable of products and services within its Investment Wrap and SuperWrap products, claiming to have tailored them more closely to the needs of adviser...
Financial planning
Australia’s burgeoning master trust and wrap platform market has continued to draw a significant portion of retail investment funds, but has not been able to escape the o...
Financial planning
The exodus of senior executives from the Sagitta Rothschild group has continued, with the resignation yesterday of the head of the group’s small caps team, David Fleming....
Funds management
The Australian funds management market place is being increasingly dominated by the top five fund managers, who now control 67 per cent of the total market by size....
Financial planning
The controversy over the Commonwealth Bank’s contact of clients held by rival dealer groups has ballooned, with the group admitting last week that it wrote to 1000 client...
Funds management
The Australian funds management market place is being increasingly dominated by the top five fund managers, who now control 67 per cent of the total market by size....
People & Products
The van Eyk Research group has filled the gap left by the departure of its former head of asset consulting, Rob Prugue, appointing John Peterson to the role. Peterson, fo...
Financial planning
Commonwealth Financial Solutions (CFS) and the Colonial Master Fund have suffered an embarrassing breach in the security of their files when a number of clients with the ...
Financial planning
The InvestorWeb research group has released its latest review of the listed property trust (LPT) asset class, adding five new managers to its recommended list and urging ...
Financial planning
Count Wealth Accountants has signed with Australian Skandia to make use of the group’s platform which it plans to formally launch in mid February....
Financial planning
The influential van Eyk research group has reinforced its recommendation that advisers consider pulling clients with medium-term outlooks out of BT funds, in the wake of ...
Financial planning
BT Funds Management has created the position of head of equity research, appointing Crispin Murray to the role. Murray, the former executive vice president and head of Eu...
People & Products
Macquarie Funds Management has appointed Stephen Giubin to the position of senior portfolio manager and analyst in its active equities team....
Financial planning
BT has introduced a new series of style-based wholesale funds on its Wrap platform in collaboration with InTech and several investment managers....
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MARKET INSIGHTS
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 ...