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BT FINANCIAL GROUP

People & Products

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

Financial planning

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

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....

Funds management

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

Superannuation

Legislation that passed the Senate last week could see fees slashed to less than three per cent on five million superannuation funds, with AMP, Hostplus, and ANZ OnePath ...

Superannuation

The Productivity Commission’s controversial ‘best in show’ default super fund list could prove hard to break into, as economies of scale see the 10 funds to feature exten...

People & Products

Copia Investment Partners has appointed Matt Roberts as its new distribution manager in its Sydney office....

Superannuation

BT Financial Group has welcomed the release of the Productivity Commission’s final report into Australia’s superannuation system....

Financial planning

Westpac has admitted that it did not fully appreciate the underlying risks entailed in running a financial planning business....

People & Products

Almost six months after BT Financial Group revamped its pricing structure for BT Panorama, the company has announced that the platform has reached $13 billion in funds un...

Financial planning

Westpac chief executive, Brian Hartzer has confirmed that senior executives within BT Financial Group suffered significant remuneration consequences for issues raised at ...

People & Products

OnePath has won the over Association of Financial Advisers (AFA) and the Beddoes Institute 2018 Consumer Choice Award, with ClearView coming in second place....

Expert Analysis

Bryan Ashenden writes that a range of individuals may be eligible for the downsizer strategy, which recently came into effect, and there are multiple ways that advisers c...

Expert Analysis

Emma Pringle writes that sustainable investments not only have a ‘feel good’ advantage, but also can offer risk-adjusted returns across most asset classes that are compar...

Financial planning

BT Financial Group has acted on Panorama by cutting platform pricing and simplifying access....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

5 days 10 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 weeks 2 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

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