BT FINANCIAL GROUP

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...

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....

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MARKET INSIGHTS

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