BT FINANCIAL GROUP

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...

People & Products

A former BT executive is set to head up the association’s marketing and communications team towards raising awareness around financial advice and the CFP designation....

People & Products

AMP has tapped super industry veteran Melinda Howes to lead its superannuation and investments business....

Financial planning

The decision by Westpac to retain the BT Panorama platform should be welcomed by the industry, according to platform researcher Recep Peker, as a way of intensifying plat...

People & Products

Advice technology solutions firm DASH has made eight new hires including former BT manager Tim Rogers as head of distribution....

People & Products

Matthew Rady has been appointed to lead the combined business including BT Panorama, BT’s Personal and Corporate Super, and Investments....

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People & Products

Robert Coulter has been appointed as APAC business development director and will lead the firm’s distribution partnerships in the region....

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Superannuation

The first step should be considering whether making a product recommendation is necessary for advisers with clients that have balances over $500,000, according to BT Fina...

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People & Products

Endorphin Wealth Management has a launched a new managed discretionary account service in collaboration with Oreana Portfolio Advisory Services, Lifespan Financial Planni...

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People & Products

Simone Dyda will be chief financial officer and Jason Muir will be chief risk officer, both effective from 15 May, 2020....

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Funds management

Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...

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People & Products

Duncan Hodnett will join from 30 March, 2020, in the newly-created role of head of global distribution....

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People & Products

Sarah Forman has been appointed group executive advice, while Peter Chun is now the group executive member for growth....

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Financial planning

Westpac’s advice business was a loss-maker and the big banking group is already estimating the dollar benefits of divestment....

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Tools & guides

Bryan Ashenden lays out who should be taking advantage of the Government’s downsizer strategy and why, and how advisers can help them do so....

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MARKET INSIGHTS

Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

1 day 5 hours ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

1 day 5 hours ago
One foot out the door

Based on Deloitte’s numbers, growth from 15,819 to 16,708 is a gain of 889 advisers, representing 177 advisers each year...

1 day 6 hours ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

3 days 23 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks 1 day ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week 1 day ago