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BT
Financial planning
BT’s technical team has unveiled the top five topics shaping financial adviser conversations for the March quarter, ranging from regulatory changes to taxation issues....
Financial planning
The big four bank is set to see $40 million per annum in cost savings as it continues to migrate customers from its Asgard wealth platform to BT Panorama by FY26....
Funds management
Former BT sales executive, Sarah Hegarty, has taken up the role of senior director of wholesale distribution at HMC Capital....
People & Products
AMP has appointed a national manager for strategic partnerships, with John Allmey making the move from Mercer Australia....
Financial planning
The two firms have announced a new online development program to support career changers, advice support staff and university graduates in joining the financial advice pr...
Financial planning
BT’s Bryan Ashenden has encouraged advisers to remain aware of the Financial Services and Credit Panel’s four latest determinations against relevant providers to avoid ru...
Financial planning
Wealth management platform BT and alternative markets data provider Preqin have teamed up to provide financial advisers with greater education and transparency on private...
Financial planning
BT’s latest research has identified the top 10 most important attributes for financial advisers when selecting a platform provider....
Financial planning
Over three-quarters of financial advisers say they struggle with staff recruitment, according to BT, as it rounds up the top 10 challenges which plague the industry....
Financial planning
Financial advisers are encountering problems when it comes to navigating the technicalities of superannuation decumulation, according to BT, as well as how to best plan f...
Financial planning
As the end of the financial year quickly approaches, BT’s Bryan Ashenden shares his top tips for financial advisers and their clients, based on advisers’ most common quer...
Financial planning
BT has appointed a new chief product officer to replace Kathy Vincent as the company moves towards becoming a “simpler and stronger business”....
Financial planning
A female adviser has shared how financial advice firms can be more appealing to female clients who may feel intimidated by a male-dominated industry....
People & Products
Queensland-based advice firm Provident Advisory has launched a range of managed accounts on BT Panorama as it seeks to achieve greater efficiencies. ...
Financial planning
The incoming tax increase for clients with superannuation balances exceeding $3 million will remain a key topic for financial advisers and their clients in 2024, accordin...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...