BT FINANCIAL GROUP

People & Products

Former BT Financial Group executive Graeme Fowler and accounting specialist David Smith have joined soon-to-be-floated Count subsidiary CountPlus as non-executive directo...

Funds management

Aligning its banking and wealth distribution channels is one of BT Financial Group’s key strategic growth priorities, according to its chief executive, Brad Cooper....

Financial planning

BT Financial Group is the leader in funds under management (FUM) in the total masterfund market, beating National Australia/MLC and Commonwealth/Colonial groups, accordin...

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Financial planning

Australia's biggest fund managers have recorded inflow declines in the March quarter that reflect and in some cases exceed those experienced at the height of investor des...

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Financial planning

Boutique incubator Ascalon Capital Managers to acquire a 30 per cent stake in Regal Funds Management....

Financial planning

BT-owned dealer groups Securitor and Magnitude are among the latest to formalise a relationship with a mortgage broker as they seek to expand their potential revenue stre...

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Financial planning

Deborah Koromilas yesterday resigned from her position of executive leader for financial advisers with the Australian Securities and Investments Commission....

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Financial planning

BT Financial Group is consulting with the Government and regulators in an effort to convince legislators that investment platforms are service, not product, providers, an...

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People & Products

Damien Murphy named acting head of Asgard while group searches for Wayne Wilson's replacement....

Financial planning

Wayne Wilson leaves the helm of Asgard....

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People & Products

BT Financial Group has appointed former ING Investment Management (INGIM) senior portfolio manager Ron Mehmet as portfolio manager, fixed interest....

Financial planning

Dealer groups are considering new platform arrangements in light of proposed reforms to existing payment structures....

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Financial planning

Perpetual has continued its push into the lucrative high-net-worth advice space with the appointment of former BT Financial Group head of advice Geoff Lloyd....

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Financial planning

BT Financial Group has completed its post-merger fund manager reshuffle, announcing changes to its manager line-up for the Australian equities, property and fixed interes...

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Financial planning

BT Financial Group general manager of advice and private banking, Geoff Lloyd, has resigned after six years with the group....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

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

4 months 2 weeks ago

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

6 months 2 weeks 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. ...

1 week 4 days ago

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

3 days 15 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 18 hours ago