BT FINANCIAL GROUP

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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Funds management

Financial planners recommending managed accounts has doubled, despite users lacking proper education....

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adviser losses will be less severe in 2024, yes because there are next to none left. ...

1 day 22 hours ago
JOHN GILLIES

What does he do after three years???.He sits FEW EXAMS GETS THEM RIGHT ONCE and he can apply again promising to be a go...

3 days 17 hours ago
Ross Smith

I have been making this advocation for more than 10 years, that banning a financial adviser like this is hopeless like a...

3 days 17 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 2 weeks ago