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Financial planning
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
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
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...
Financial planning
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...
Financial planning
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...
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....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...