BT FINANCIAL GROUP
People & Products
Craig Lawrenson has been named the new head of Asgard....
Financial planning
Asgard has restructured its distribution team, with national distribution manager Lanie Conquest to depart the 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...
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...
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...
Financial planning
Deborah Koromilas yesterday resigned from her position of executive leader for financial advisers with the Australian Securities and Investments Commission....
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...
People & Products
Damien Murphy named acting head of Asgard while group searches for Wayne Wilson's replacement....
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....
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....
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...