BT FINANCIAL GROUP
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...
Financial planning
BT Financial Group has appointed Jane Watts as general manager of Westpac Private Bank, following the departure of Jan Swinhoe....
Financial planning
A key focus of BT Financial Group’s newly appointed head of dealer groups, Matt Englund, is helping advisers articulate their client value proposition....
Financial planning
BT’s Chris Caton says that while a double-dip recession is a remote possibility, other factors will drag on the economy....
Financial planning
The restructuring of Asgard's Perth office will affect 120 roles, with up to 40 employees impacted by offshoring, according to BT Financial Group....
Financial planning
In light of some dealer groups making a move towards improving their own professional standards, there have been more calls for higher education standards for financial p...
Superannuation
BT Super for Life has passed $1 billion in funds under management around three years after its launch in late 2007....
Financial planning
Dealer groups, including those owned by Colonial First State and BT, are investing more in their internal research teams as part of a broad move to take greater responsib...
Financial planning
Total funds under management (FUM) in the retail and wholesale markets decreased by 3.86 per cent in the June quarter, but had a positive performance over the financial y...
People & Products
Following the resignation of Neil Younger and his move to Commonwealth Financial Planning, BT Financial Group has appointed Matt Englund to head dealer groups. His positi...
Financial planning
BT Financial Group’s investment platform, BT Wrap, has launched its model portfolio enhancements, hoping to increase functionality and help advisers with cost and a...
Financial planning
Securitor is looking to acquire advice practices that are shifting towards a fee for advice structure, regardless of their business model or current remuneration structur...
Top 100
A history of innovation was responsible for Macquarie getting the top spot in the business overheads product category of the Adviser Choice Risk Awards....
Financial planning
BT Financial Group outpaced its peers over the 12 months to 30 June, 2010, commanding the lion’s share of growth in both funds under management and new inflows....
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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...