BT FINANCIAL GROUP

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

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....

image
People & Products

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

image
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...

image
People & Products

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

image
People & Products

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

image
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. ...

image
People & Products

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

image
People & Products

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

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

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

1 month 2 weeks ago
Denise Baker

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

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 3 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 days 18 hours ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

2 weeks 4 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

1 week 5 days ago