BT FINANCIAL GROUP
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....
Financial planning
BT Financial Group has built on its successful phone-based claims handling system....
Life/Risk
BT Financial Group has cut clients' waiting times by extending their tele-claim services to include trauma claims....
Funds management
BT Financial Group now accounts for almost half of the total wrap market, resulting in even more concentration in this space, according to a latest report released by Pla...
Financial planning
Money Management's BDM of the Year finalists have been announced and financial planners have now been invited to vote for the winner....
Editorial
Piers Bolger examines the rise of the Australian dollar and its impact on investment decisions....
Superannuation
The superannuation guarantee will gradually increase from 9 per cent to 12 per cent over the next seven years, following the passage of the Minerals Resource Rent Tax thr...
Policy & Regulation
The FPA and AFA will continue to press for amendments to FOFA despite the 12-month implementation period....
Financial planning
The independence of accountants who align their businesses with financial planning dealer groups could be called into question, according to RSM Bird Cameron principal Pe...
People & Products
Aon Hewitt Wealth Management has recruited Prue Petinsky to head its product development....
Funds management
Securitor has launched a new investment research website which gives financial advisers access to product research and market commentary....
Financial planning
The threat of a double-dip recession in the United States is gone, European debt is a long-term issue that is gradually being resolved, and a possible slowdown in Chinese...
Financial planning
The threat of a double-dip recession in the United States is gone, European debt is a long-term issue that is gradually being resolved, and a possible slowdown in Chinese...
Funds management
Despite ongoing concerns from the Finance Sector Union (FSU) about job cuts and offshoring at the major banks, most of the banks either deny there are set plans to cut jo...
Never miss the latest news and developments in wealth management industry
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...