BT

Financial planning

Well punters, once again it’s off to Sydney for the big FPA annual nosh up and as usual, Nick Bruining delivers the inside goss on where to be seen and who to avoid....

Editorial

We are all aware that reduced levels of investment returns will accelerate the rate at which clients are demanding lower overall fees for their managed investments....

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...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 5 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

6 days 6 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

5 days 10 hours ago