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Financial planning

Rugby: it's the game played in heaven, not in hospital

They build 'em tough at BT. Australian equities chief Rohan Hedley recently proved the recent hoopla over BT's sale to the corn growers from Iowa wasn't going to take his...

Financial planning

Back office groups enter boom times…

Despite a brief hiatus, demand for back office services from financial services organisations looks set to boom. Samantha Walker discovers why....

Financial planning

A visit to the Principal lifts BT’s standing

BT Funds Management has made its way back on to recommended lists, following its sale to Principal last month....

Financial planning

Business as usual for BT – under Principal’s wing

Now that it is firmly in the Principal fold, BT Funds Management is back in action and spreading that message on a roadshow to financial planners this week. Zilla Efrat i...

Funds management

Point of View – An open letter to fund managers

This is an open letter to all funds managers from a typical adviser who runs a small business. I mean to raise issues that urgently need to be addressed by all sides of o...

Financial planning

MFS counting on impact in Aussie retail market

US funds management giant Massachusetts Financial Services (MFS) has launched its first retail offering into the Australian market via a rebadged product which carries th...

Financial planning

Sustaining the planning boom is the key to a strong future

Our lead in this edition of Money Management paints a bleak picture for dealer groups looking to hang on to their top producers or boost-ing their planner numbers to meet...

Financial planning

Marketing towards a better selling price

News that BT Funds Management is to be sold is sad, not only for its legion of clients and supporters, but also to people with a keen in-terest in the marketing disciplin...

Financial planning

Are we simply too wrapped up in wraps?

Australia's financial services watchdog has just handed down its vi-sion of how wrap accounts should be regulated. ...

Financial planning

And a final piece of advice: it's the advisers that count

Forget FUM - it's the advisers that count Two consecutive but unrelated events last week have helped paint a far rosier picture for the future of distribution in this ind...

Funds management

Funds management game is worth the risk for IOOF

From a friendly society tradition, IOOF funds management operation has emerged as a business in its own right. ...

Financial planning

Thanks for the memories...

Recent articles in the pages of Money Management have helped to chronicle the monumental shifts that are shaping the future of the Australian financial services industry....

Financial planning

The end of an era and the dawn of a new beginning

It is timely to reflect on our industry. Not because of the millen-nium, but because over the last twelve months or so we have seen a changing of the guard in the indust...

Financial planning

BT blames takeover fallout for inflow blues

Bankers Trust (BT) has suffered its lowest quarterly net inflow to its Australian retail unit trusts in two years during the March 1999 quarter, according to Morningstar'...

Financial planning

DIY kit proves a super concept

Super Concepts has launched an awareness campaign to encourage more people to consider the option of retirement savings plans, according to director Chris Wilson. "The in...