BT FINANCIAL GROUP

People & Products

BT Financial Group has appointed Adam McGuren as the national manager of Licensee Select....

Financial planning

Count Financial has joined with BT Wrap today to announce the two companies have renewed their distribution agreement....

Funds management

BT Wrap has secured an ongoing relationship with SFG Australia - the result of the merger between Snowball and Shadforths....

Financial planning

In a time of unprecedented regulatory change and market upheaval facing financial advisers, financial services licensees are going to have to adapt along with advisers to...

Financial planning

After a sizeable dip in FUM in 2011, the total platform market ended the year to 31 March 2012 almost unchanged....

Editorial

Piers Bolger believes that emerging market debt will continue to grow in prominence and provide an alternative debt solution to developed market economies....

Financial planning

Consensus is building in the wider financial services industry that platforms and asset managers should shoulder the burden of lower financial advice fees being demanded ...

Financial planning

The apparent eruption of a financial planning distribution turf war in the immediate aftermath of the acquisition of Count Financial by the Commonwealth Bank has led to w...

Funds management

Each year the Money Management BDM of the Year attracts an outstanding group of candidates, and this year's state winners were no exception....

Funds management

TAL Limited's Nathan Kerr’s understanding of his client base and the undying commitment to the industry that earned him this year’s Money Management BDM of the Year title...

Financial planning

The Federal Budget has won little applause and much criticism from the financial services industry....

Financial planning

Financial services players have taken aim at competition concerns and potential conflicts in institutionally owned investment platforms....

Editorial

Westpac reports a 25 per cent decline in first-half profit but positions for growth opportunities....

Financial planning

Asgard has launched a new website aimed at helping financial advisers manage critical dates and client communications associated with the end of the financial year....

Funds management

BT has launched two products aimed at investors who wish to borrow to invest in equities....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

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

5 months ago

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

7 months 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. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 2 days ago

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

2 weeks 5 days ago