BT

Financial planning

BT Funds Management and its new parent Principal Financial Group are keen to show the world a united front....

Funds management

Who would have thought 18 months ago that Asian funds would be the market’s peak performers? Samantha Walker takes a look at how the funds are capitalising on the mopping...

Financial planning

Asian markets appear to have turned the corner with specialist Asian funds emerging as the powerhouse performers of 1999....

Financial planning

The notion of “young turks” being given huge amounts of money to play with appears to be a myth in world of funds management the world over. However, each market has its ...

Financial planning

Far from being a threat to advisers, those financial service providers with a strong track record in the direct business often bring the same levels of service to adviser...

Financial planning

The rise and rise of portfolio administration services such as master trusts and wrap accounts has seen a lot of bickering about who is doing what to whom in the marketpl...

Financial planning

IPAC has announced plans to outsource the bulk its back office administration to BT Portfolio Services....

Financial planning

Financial planners should not fear e-commerce, but use the opportu-nity to concentrate on their core business of advising, according to BT executive vice president Terry ...

Funds management

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

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

Financial planning

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...

Financial planning

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

Two events of the past month have the potential to turn the retail financial services market on its head. Tom Collins examines the possibilities opened up by the sale of ...

Financial planning

BT Funds Management has won over all but one of the dealer groups and research houses expressing doubts over BT’s management following its planned merger with Deutsche Ba...

Financial planning

A high profile can open many doors for financial planners in terms of quality client leads, retaining clients and building a better business. But as Julia Newbould found ...

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MARKET INSIGHTS

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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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