BT FINANCIAL GROUP

Top 100

Ongoing adviser education on the benefits of business overheads cover has contributed to Tower’s win in the Adviser Choice Risk Business Overheads Product Category. Liam ...

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Financial planning

Westpac will take on full ownership of boutique fund manager Ascalon Capital, following in-principle agreement with shareholder Kaplan Equity....

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People & Products

Professional Investment Services has appointed the final member of its new-look management team, with Kelly Wyman joining as group general manager, services....

People & Products

Former UBS executive Piers Bolger will now be responsible for the research covering Securitor, St George and Westpac dealer groups....

Editorial

Patrick Farrell discusses the importance of top-down management and the current risk environment in funds management....

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Financial planning

Salary freezes and reductions, job cuts and drawn-out recruitment processes: challenging times lie ahead, but the diversity of the financial services sector means a varie...

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Financial planning

Colonial First State has again walked away with the top ranking in the annual Wealth Insights Service Level Survey....

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Editorial

Westpac Banking Corporation has reported just a 1 per cent fall in net profit for the six months to the end of March, but BT Financial Group has tended to struggle....

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People & Products

Association with Allco Finance Group behind David Clarke’s decision not to stand for re-election....

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Financial planning

With increased inflows, Maxtrix can now support the choice provided by a second badge....

People & Products

UniSuper secures former BT Financial Group head of advice services as executive manager of new financial planning arm....

Financial planning

Advisers need to test their value proposition to ensure their clients are fully aware of what they are receiving....

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Financial planning

Research conducted by Securitor reveals that a focus on client retention is paying off for advisers....

Financial planning

BT Financial Group is launching a three-year program to provide faster direct equities trading and improved market information and trading tools on its wrap platform....

Financial planning

Westpac reports large rise in impairments while wealth management continues to struggle....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago