BT

Funds management

The rise of boutique fund managers has been propelled by their ability to deliver at a time when institutional fund managers are finding it tough. MARK KNIGHT reports on ...

Superannuation

Consolidating overseas superannuation money has a reputation for being hard to expedite. FIONA MOORE reports on what the process involves and how it can provide your clie...

Financial planning

SO YOU have built yourself a nice new investment platform and you want financial planners to use it....

Financial planning

Many master trust and wrap platforms will not meet their reporting deadlines to financial planners and their clients for the financial year just passed....

Editorial

The success of Australia’s Listed Property Trust (LPT) sector is driving the products, and those who invest in them, increasingly offshore. GEORGE LIONDIS reports....

Financial planning

Macquarie Wrap Solutions has claimed the top place in funds inflows for discretionary master trusts and wraps after recording inflows of $1.2 billion during the March qua...

Editorial

Lonsec has downgraded two of Rothschild Australia Asset Management’s funds from recommended to approved status, sighting the Westpac’s purchase of the fund manager introd...

Financial planning

With the expectation that master trust fees will come down at some point in the future, master trust providers are turning their attention to marketing campaigns as a way...

Financial planning

While master trusts and wraps make administration easier, they have also added another level of fees. JASON SPITS examines who gets what in the platform fee carve up....

Financial planning

The flip side of administration platform fees is the value that master trusts can help generate for a financial planning business. Tynan Mackenzie chief executive officer...

Financial planning

Master trust and wrap providers may be less concerned about fees than they are making out. GEORGE LIONDIS digs deep into the latest fee data....

Financial planning

Choosing the correct time to invest is crucial, but as DOMINIC McCORMICK says, investing when all the indicators are wrong is foolish....

Funds management

The BT group is expected to join the growing list of major funds management groups in Australia to push headlong into the burgeoning hedge fund scene with the launch of a...

Financial planning

St George Margin Lending has made another enhancement to its margin lending product, a regular gearing facility, confirming its push to raise the product’s profile in the...

Financial planning

The BT Financial Group has extended its margin lending facility within its wrap account service to now cover equity investments....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 3 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 3 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 4 days ago