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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
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...