BT FINANCIAL GROUP
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. ...
People & Products
Duncan Hodnett will join from 30 March, 2020, in the newly-created role of head of global distribution....
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...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...