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Financial planning
The incorporation of both BT and Sagitta Rothschild into the Westpac Bank fold came one step closer to completion today, with the combined group finalising the design of ...
Financial planning
FOR THE second year running Stephen van Eyk has secured a place in the Most Influential list, and deservedly so....
Financial planning
Platforms have long been a key method to access a range of investments and as JASON SPITS reports, rather than being brought down by recent markets, they have continued t...
Financial planning
The value of BT to a big bank like Westpac lay in its wrap account platforms and that, argues LEO WASSERCUG, is a sign of the times....
Financial planning
BT FUNDS Management has given assurances that despite the poor performance of its Australian Equities fund it will not close the fund to new investors nor wind it up in t...
Financial planning
The Sealcorp owned Asgard investment platform has signed its first ever deal to build a badged version of its new wrap account, the eWrap, for a financial planning dealer...
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
Steve Newnham has been bumped up from the position of head of distribution investment and life business to group head of sales at Zurich....
Financial planning
The retail funds management industry has suffered its second consecutive quarter of decline dropping three per cent from $236 billion to $229 billion over the September q...
Financial planning
Westpac wealth management group executive David Clarke yesterday confirmed what the financial services industry had long guessed ? the Sagitta name will be dropped in fav...
Financial planning
With the benefit of 20/20 hindsight, Westpac’s buy-out of BT Funds Management would have been handled differently, according to Westpac’s group executive of wealth manage...
Financial planning
The level of outstanding loans relating to margin lending accounts, as well as the number of margin lending clients, have grown dramatically in the past year. PRUE MOODIE...
Financial planning
THE FORMAL takeover of BT by Westpac will leave the new entity with two margin lending operations....
Financial planning
It is hard to fault BT Funds Management over its recent decision to rebate back to investors 0.5 per cent of their management fee on the BT Australian Share Fund for a si...
Financial planning
InvestorWeb has reacted to BT Funds Management’s decision to outsource its international equities management to Putnam by rating funds in this area with a buy recommendat...
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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 ...