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Financial planning

Morningstar has dropped another star off BT Fund Management’s rating, downgrading the fund manager from three to two stars....

Financial planning

Tynan Mackenzie expands offering and staff

Boutique financial planning group Tynan Mackenzie has expanded its offering to private clients by rolling out a wrap service and access to a range of diversified wholesal...

Financial planning

BT undergoes staff changes

BT Funds Management has continued the staff changes with the new head of international equities Paul Durham changing the structure of his role, dividing it into three sep...

Financial planning

Selth’s exit adds to uncertainty: researchers

News of the departure of Chris Selth from the head of international equities at BT has not made a great impression on researchers Lonsdale Securities (Lonsec) and Investo...

Financial planning

BT's campaign to win back advisers

BT Funds Management has begun a concerted campaign to win-back adviser confidence in its investment skills, says chief investment officer Gary Symons....

Financial planning

Changing of the guard in the back office

Two years ago, the funds management back office outsourcing market was dominated by BT Portfolio Services and Perpetual Fund Services. Perpetual’s move to sell off its ou...

Financial planning

Globalisation still to come

Globalisation of the Australian financial services industry could take up to 10 years, says McKinsey and Company managing partner John Stuckey....

Financial planning

Rothschild and Hunter Hall bag top marks

Rothschild and Hunter Hall have emerged with top marks from ethical investment researcher Corporate Monitor....

Financial planning

Commonwealth increases market share

The Commonwealth only narrowly missed out from pipping National from the top of the table for total retail assets under management, the latest Assirt Market Share Report ...

Editorial

Do fund managers justify their fees?

Asset consultants, research houses and financial planners sometimes argue that fund managers rarely outperform their benchmark index. The question is then asked why we pa...

Financial planning

Industry divided on commissioner

Fund managers are divided over whether they should help the Government fund the Office of the Retirement Commissioner....

Financial planning

Finalists jostle for top positions

The finalists for the Money Management/ Assirt Fund Manager of the Year award have been decided. Jason Spits looks at who will contend for top honours after a turbulent y...

Financial planning

In’s and Out’s continue at BT

The recent spate of new faces at BT Funds Management is the current phase in what has been an active revolving door over the past 12 months....

Financial planning

Planners tap corporate super vein

The focus on corporate superannuation is long running and is centred mainly on the complexities involved with branching into it. But as Nicole Szollos discovers it is now...

Policy & Regulation

After the Ralph Storm – CGT reform and After-Tax Returns

It wasn’t that long ago that news of the Ralph report dominated the financial press. Contentious issues for our industry included the initial consideration of treating co...