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Financial planning
When Greg Perry announced his departure from CFS, DOMINIC McCORMICK says a vintage exhibition of marketing muscle and finesse left many research houses dancing to the inv...
Financial planning
Van Eyk Research says BT Funds Management has been slow to utilise its connections with US parent, Principal, but that the fund manager is at last making steps in the rig...
Financial planning
Real estate agents have made another high level push into financial planning with the launch by the Raine and Horne real estate group of Raine and Horne Asset Management ...
Financial planning
BT Funds Management (BTFM) will expand its international capabilities with the addition of small number of Australian analysts in the group’s investment offices in Singap...
Financial planning
PlantinumChoice Portfolio Services, the new master trust to be administered by Norwich owned Navigator, will be offering an equity stake to select groups of advisers foll...
Financial planning
Count Financial has further strengthened its ties with BT Funds Management by badging BT’s multi-manager range of funds under its Compound banner and recommending the ran...
Superannuation
Boutique funds management house Hunter Hall is preparing to launch a new ethical superannuation fund in an attempt to capitalise on the growing popularity of its series o...
Financial planning
In one of this year’s biggest recruiting coups, Colonial First State has signed up one of BT Funds Management (BTFM) highest profile senior executives, Brian Bissaker, to...
Financial planning
Wrap accounts are set to replace master trusts as tomorrow’s product. <caps>Fiona Moore</caps> finds out why, and what it means for financial planners....
Financial planning
Master trust funds under administration continue to grow, as financial planners embrace these platforms with increasing enthusiasm. NICOLE SZOLLOS speaks to some of the b...
Financial planning
Superannuation master trusts growth is virtually assured, thanks to the Super Guarantee levy. However, as FIONA MOORE reports, not so definite is who the survivors will b...
Financial planning
Zurich Financial Services has launched a new wrap account that gives the advisers and dealer groups that use it access to a rewards-based equity program....
People & Products
In one of this year's biggest recruiting coup's, Colonial First State has signed up one of BT Funds Management's (BTFM) highest profile senior executives, Brian Bissaker,...
Financial planning
BT’s Australian Small Companies Fund has been rated favourably by van Eyk, who notes that the fund has two prized small caps specialists at the helm in Ben Griffiths and ...
Financial planning
Independently owned dealer group Count Financial has come to an agreement to renew its contract with BT Portfolio Services for the administration of Count’s flagship wrap...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...