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BT
People & Products
Anthony Patterson, who joined Colonial First State in January as distribution manager, has moved to Perennial Investment Partners....
People & Products
BT Funds Management head of Australian equities Rohan Headley will leave the group after 13 years....
Financial planning
Fund managers have picked up a large slice of the distribution available in the rush to get product under the noses of planners and clients but a number have chosen not t...
Financial planning
Ethical investment is about to receive a shot in the arm care of some of the biggest names in retail financial services....
Editorial
Fund managers are commonly pigeon-holed as either value managers or growth managers. Rob Keavney believes this approach, borrowed from our American cousins, is both facil...
Financial planning
BT Funds Management may have fallen by the wayside in the Australia equity stakes last year, but the group has continued to bring in large chunks of retail funds. ...
Financial planning
Fund managers are showing little enthusiasm for the idea of the New Zealand and Australian Stock Exchanges getting together. ...
Financial planning
BT Funds Management is feeling the heat of the recent slump in its Australian equities performance....
Financial planning
Recent missives fired from research houses raise serious questions about the star rating system used for rating managed funds in this country....
Financial planning
Fund managers are commonly pigeon-holed as either value managers or growth managers. Rob Keavney believes this approach, borrowed from our American cousins, is both facil...
Funds management
There’s been a major shake-up of inflow rankings that’s seen fund managers in New Zealand getting all the money from investors and advisers, according to research house I...
Financial planning
Merrill Lynch and HSBC’s joint venture investment site is the first to offer investors access to the UK and Canadian stock markets....
Financial planning
BT Portfolio Services and Zurich Financial Services have bagged the lion’s share of Investor Group’s outsourcing of support services for its financial planning division, ...
Financial planning
BT Funds Management has suffered a ratings downgrade due to the recent departure of chief investment officer Andre Morony....
Editorial
Since bursting on to the financial services scene in the middle of last year, account aggregators or screen scrapers have been one of the hottest discussion points in the...
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MARKET INSIGHTS
Podcast
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....