BT FINANCIAL GROUP

People & Products

Melissa Crawford has joined dealer group Securitor as national manager, insurance....

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Life/Risk

Risk premium inflows and sales have once again achieved double-digit growth, with TAL and CommInsure emerging as success stories of 2012, according to Plan for Life figur...

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Editorial

The launch of a national curriculum for financial planning degrees by the Financial Planning Education Council was a major win for the industry in 2012....

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Editorial

Plan B's Andrew Black could be forgiven for thinking he is being followed by IOOF in the wake of its acquisition of the dealer group....

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Financial planning

Money Management Platforms and Wraps seminar hears FOFA will not unduly undermine the smaller independents....

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Funds management

BT Financial Group has launched a new product aimed at risk-averse clients that guarantees a 'minimum outcome' at the end of an agreed term....

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Financial planning

Spurred by regulatory change and technological advances, investment platforms are driving into traditional financial planning software spaces, including customer relation...

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Editorial

Westpac records decline in profit but signals continuing focus on wealth as part of its growth strategy....

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Life/Risk

The life risk market has again recorded double-digit growth, with premium inflows rising by 11.9 per cent over the 2011/12 financial year, according to research from Plan...

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Financial planning

BT chief Brad Cooper outlines growth push based on financial planner alignment and product quality....

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People & Products

BT Investment Management has grown its wholesale sales team with the appointments of Nick Mitchell, Laurice Considine and David Bolsom....

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Editorial

With bond yields at multi-year lows, BT's Piers Bolger asks whether investing in fixed income continues to make sense....

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Funds management

The platform market suffered yet another fall over the last year, with net fund flows reaching their lowest levels in 10 years....

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Editorial

The dealer group model is changing and BT’s Mark Spiers says financial planners will need to make choices consistent with the newly evolving reality....

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Financial planning

Being a financial planner feels like living a fairy tale, but perhaps one written by the Brothers Grimm. Bryan Ashenden tells a story about Jack and Jill, two advisers wh...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 15 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 18 hours ago