BT

Financial planning

BT Funds Management is the latest group to start up a fund in the increasingly popular small caps area, with the BT Australian Small Companies Fund launched this week....

Editorial

Hedge Funds of Australia has carved a successful niche in the hedge funds market. FIONA MOORE talks to the engine behind the machine and asks what more we can expect from...

Financial planning

Australia’s retail managed funds market has overcome the market turmoil and investor insecurity that followed the September 11 terrorist attacks in the US to record posit...

Financial planning

The term retail means less now than what it did five years ago....

Financial planning

Inflows into retail financial services products do not accurately reflect the current state of the market since they do not track funds entering master trusts and wraps a...

Financial planning

Listed property became a safe haven for many investors in the latter half of last year and may continue to be so as returns remain solid. John Wilkinson examines what is ...

People & Products

The last remaining founder of Portfolio Partners, David Slack, has left the company which he co-founded the company in 1994 with Keith Ince and a group of former County N...

Financial planning

Morningstar Australia’s head of publishing, Deirdre Keown has been made redundant as the fall out from the Graham Rich/ Morningstar Inc split continues....

Financial planning

ING Australia’s small cap equity team has been poached by BT, marking yet another blow to ING’s track record in retaining senior staff....

Financial planning

Independent financial advisers are remaining disillusioned with the big banks in the personal and business superannuation market, a new survey of independent advisers has...

Financial planning

SuperEC, the e-commerce initiative to establish a common set of standards for the electronic processing of superannuation related information across fund managers and sup...

Financial planning

BT Margin Lending has launched a regular gearing service into its retail managed funds, making it easier for clients and advisers to access margin loans....

Financial planning

The Bank of New Zealand has for the first time ever taken out the FundSource Fund Manager of the Year Awards and has also taken out the top award for international shares...

Financial planning

The burgeoning union backed industry superannuation fund sector will prove the greatest threat to the viability of boutique financial planning groups over the next decade...

Financial planning

Let’s be perfectly honest here. This month is want to talk simply about largesse, palm greasing, freebies and other things that are likely to get a business development m...

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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 4 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. ...

5 days 17 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...

4 days 21 hours ago