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...

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...

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...

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...

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...

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

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...

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

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....

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...

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'...

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...

Margin lending is a product that has traditionally polarised finan-cial planners. While it has enjoyed strong support from a number of planners, some have preferred to st...

As managed funds market share data affirms, the banks can be fierce competitors when they get their acts together. Now, Australia's major banks are taking more than a pas...