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Financial planning
Research house InvestorWeb is considering taking legal action against BT Funds Management over allegations made by BT’s chief investment officer Gary Symons that the rati...
Financial planning
BT Funds Management (BTFM) chief investment officer Gary Symons has hit out angrily at ratings house InvestorWeb after the group downgraded all of BTFM’s international fu...
Superannuation
AM Corporation has won the tender to manage the Optus employee superannuation fund beating out seven other contenders to manage the 9000 member fund....
Financial planning
The Australian managed fund industry is bracing itself for the repercussions of the terrorist attacks in the US as investors respond to the crisis by looking for safe hav...
Financial planning
InvestorWeb has delivered a scathing assessment of BT Funds Management’s international equities capabilities, downgrading the rating of all BT international funds in its ...
Financial planning
A round up of the latest events in the retail financial services business....
Financial planning
BT Financial Group’s uneasy relationship with master trusts and wraps has taken another turn with news it is to offer its wrap service directly to advisers for the first ...
Financial planning
It is a phrase that will no doubt end up lost in the cluttered, oversized pile of clichés – that Australian investors are Internet savvy. However, regardless of its clich...
Financial planning
Four years is a long time in the rapidly changing retail financial services business. But while developments have come thick and fast in my four years at Money Management...
Financial planning
BT Funds Management will launch a series of multi-manager funds within its corporate superannaution product early next month and is looking at extending the funds to reta...
Financial planning
<caps>F</caps>rank Russell Company will make larger moves into the retail end of the market by expanding on its relationship with distribution agents, according to Frank ...
Financial planning
Ratings house Assirt has upgraded BT Funds Management (BTFM) diversified product rating from hold to investment grade, or a three star rating, announcing the upgrade aft...
Financial planning
Star ratings and other qualitative ratings are playing an increasingly powerful role in the funds management industry. Rob Keavney asks who is researching the researchers...
Financial planning
BT Financial Group will offer its wrap service directly to advisers for the first time under the banner of the BT Wrap....
Financial planning
Portfolio Partners founder and joint managing director David Slack will step down from overall management of the group to lead the investment strategy part of the group....
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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....