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BT FINANCIAL GROUP
People & Products
Melissa Crawford has joined dealer group Securitor as national manager, insurance....
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...
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....
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....
Financial planning
Money Management Platforms and Wraps seminar hears FOFA will not unduly undermine the smaller independents....
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....
Financial planning
Spurred by regulatory change and technological advances, investment platforms are driving into traditional financial planning software spaces, including customer relation...
Editorial
Westpac records decline in profit but signals continuing focus on wealth as part of its growth strategy....
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...
Financial planning
BT chief Brad Cooper outlines growth push based on financial planner alignment and product quality....
People & Products
BT Investment Management has grown its wholesale sales team with the appointments of Nick Mitchell, Laurice Considine and David Bolsom....
Editorial
With bond yields at multi-year lows, BT's Piers Bolger asks whether investing in fixed income continues to make sense....
Funds management
The platform market suffered yet another fall over the last year, with net fund flows reaching their lowest levels in 10 years....
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....
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
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...