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WESTPAC
Financial planning
The previous head of business development at Westpac, Paul van Rooyen, has taken on the newly created role of head of retail distribution with Colonial First State (CFS) ...
Financial planning
AUSTRALIAN mortgage trusts are investing an increasing proportion of their funds in cash due to the current down market, meaning investors are being hit with lower than e...
Financial planning
The value of BT to a big bank like Westpac lay in its wrap account platforms and that, argues LEO WASSERCUG, is a sign of the times....
Financial planning
The retail funds management industry has suffered its second consecutive quarter of decline dropping three per cent from $236 billion to $229 billion over the September q...
Financial planning
Westpac wealth management group executive David Clarke yesterday confirmed what the financial services industry had long guessed ? the Sagitta name will be dropped in fav...
Financial planning
With the benefit of 20/20 hindsight, Westpac’s buy-out of BT Funds Management would have been handled differently, according to Westpac’s group executive of wealth manage...
Financial planning
THE FORMAL takeover of BT by Westpac will leave the new entity with two margin lending operations....
Financial planning
It is hard to fault BT Funds Management over its recent decision to rebate back to investors 0.5 per cent of their management fee on the BT Australian Share Fund for a si...
Financial planning
InvestorWeb has reacted to BT Funds Management’s decision to outsource its international equities management to Putnam by rating funds in this area with a buy recommendat...
Financial planning
Life insurance premium inflows declined in the 12 months to the end of June despite surges in the group superannuation investment and risk markets, according to figures r...
People & Products
BT Funds Management has today appointed US based Putnam Investments to manage its $5 billion international share portfolio....
Financial planning
The Top 100 Dealers Survey is punctuated by the moves of dealer groups, which are often the result of large wallets and large deals. SIMON SEGAL looks at what went down b...
Financial planning
Having the biggest planner force is no sign of success. As JOHN WILKINSON writes, some of the lesser lights are advising on even greater sums for wealthier clients than t...
Financial planning
THE Merrill Lynch Investment Management group commands more loyalty from its customers than all other fund managers, even though it accounts for less than one per cent of...
Financial planning
AMP FINANCIAL Planning has made it four in a row after once again topping the Money Management’s Top 100 Dealer Group survey, despite the fact its planner numbers dropped...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...