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BT FINANCIAL GROUP
Financial planning
Asgard’s Infinity eWRAP reached a milestone this week – passing $2 billion in funds under management....
Financial planning
With legislative change sweeping across the financial services industry, BT Financial Group has launched a website designed to keep advisers up to date with the latest po...
Financial planning
Count founder Barry Lambert denies ever suggesting an unwritten non-compete code exists between dealer groups....
Financial planning
ACCC acknowledges 'unwritten code' comments stemming from dealer group turf war....
Editorial
While hybrid securities may appear attractive to investors seeking yield, they are not without risk. Piers Bolger provides an overview of aspects to consider before inves...
People & Products
Rubik Financial has appointed former head of Asgard Wayne Wilson as managing director - wealth of COIN....
Top 100
Many significant players in the dealer group sector have reduced their financial planner numbers, though the industry remains optimistic....
Funds management
SFG Australia launches new managed discretionary account products into allied groups - Shadforth, Outlook and Western Pacific....
Editorial
Mike Taylor asks whether the formation of BT Select and the continuing competition between BT and Count Financial reflect the end of the current dealer group model....
Financial planning
BT Financial Group has appointed Zenith Investment Partners as its sole external research provider, with the contract set to commence on 1 October 2012....
Funds management
There was little change for the masterfunds sector over the year to March 2012, down by just 0.3 per cent, or $1.4 billion, to $433.1 billion....
Financial planning
BT's Mark Spiers says a letter from Count Financial CEO David Lane to Securitor and Magnitude advisers actually belittles the important role advisers play....
Financial planning
Westpac/BT has outlined its new financial planning approach via BT Select while Count has moved to offer Securitor planners an alternative....
Financial planning
AMP Capital has picked up a key fixed income mandate from BT Financial Group and Advance....
People & Products
Infocus Money Management has appointed Giulio Russo as head of business development, which the group says is to assist it to continue its rapid growth....
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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...