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BT FINANCIAL GROUP

Superannuation

Gearing in self-managed super funds (SMSFs) is one of the most confusing issues for advisers, and the Queensland floods could highlight the need for legislative change, a...

Financial planning

Cash remains king in the minds of many clients as they monitor the slow recovery from the global financial crisis and, as Benjamin Levy reports, it rests with advisers to...

Financial planning

Solid fund flows have seen BT help Westpac to a solid first quarter performance, despite the drag of natural disasters....

Financial planning

BT Financial Group will soon roll out its enhanced life offering, called BT Protection Plans, which will target independent financial advisers (IFAs)....

People & Products

AMP Capital Investors has made two senior appointments to its multi-asset group, a specialist division that packages multi-asset, multi-strategy solutions with a risk man...

Financial planning

Chris Caton weighs up the chances of a slowdown in China, a double-dip recession in the US and sovereign debt problems in Europe during 2011....

Financial planning

ipac Financial Planning has appointed the former head of BT Financial Group’s Magnitude dealership, Deborah Potts, as national head of partnership and advice strate...

Financial planning

BT Financial Group general manager of advice, Mark Spiers, has canvassed the concepts of an adviser register and industry-wide standardised compliance audit procedures as...

Financial planning

An AXA retirement survey has revealed that only 46 per cent of Australians would support an increase in the superannuation guarantee, nearly half the level of support rep...

Financial planning

BT-owned online financial planning software application AdviserNETgain has rolled out a new bulk review feature, which enables the production of an unlimited number of re...

Financial planning

Some of Australia’s biggest investment research contracts have changed hands in recent weeks, and there could be more changes in the pipeline....

Life/Risk

Introducing an additional insurer – Asteron – on its FirstChoice platform may make Colonial First State a leader, but it appears to be short of followers at p...

Editorial

Westpac has posted a strong profit increase assisted by BT, the St George merger and mortgage gains....

People & Products

St George Private Clients has appointed a state head of Queensland and Western Australia following a recent restructure that demonstrates a renewed focus on private banki...

Financial planning

Van Eyk Research has lost another key contract, with BT Financial Group handing the investment research mandate for dealer groups Westpac Financial Planning and Magnitude...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 2 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 day 23 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 5 days ago