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BT FINANCIAL GROUP

Financial planning

Research undertaken by BT Financial Group covering investor behaviour over most of the past 30 years is continuing to confirm that women tend to make better investment de...

Financial planning

Magnitude Financial Planning, the dealer group owned by BT Financial Group, has launched a new computer-based application that will automate the marketing process for adv...

Editorial

Westpac’s wealth management business represented a key driver for its record $3.071 billion profit announced today....

People & Products

BT Financial Group has appointed Dirk Morris as its general manager and chief investment officer after the resignation of Guy Strapp from the positions....

Financial planning

Additional performance fees on top of already high fees are unjustified at a time when fund manager performance could be classified as average, according to Standard & Po...

Financial planning

Following the launch of a new practice in Brisbane yesterday, the Magnitude Group today announced the opening of its first Private Wealth business in Melbourne, designed ...

Financial planning

Magnitude Financial Planning is celebrating the opening of its new Brisbane office located at Spring Hill....

Financial planning

Australian permanent residents looking to transfer pension assets from the UK can receive the double benefit of new transfer laws passed overseas and new Australian super...

Financial planning

Advisers can now make contribution splitting available to clients within the BT SuperWrap platform, thanks to recent product changes announced by BT Financial Group....

Financial planning

Changes to UK pension laws have highlighted the importance of Australian financial advisers for those transferring money from overseas, the technical head of a leading fi...

Financial planning

The founding principal of AQR Capital Management, the new international equities alliance partner of BT Financial Group , feels the ‘tech bubble’ experienced by world equ...

Financial planning

The launch of a new support product will allow financial planners to compile reports for clients who are corporate super fund members in an easy and timely manner, irresp...

Financial planning

Lonsec’s 2005-2006 large cap international equity sector review has found the asset class experienced a qualitative improvement during the past 12 months....

Financial planning

BT Financial Group has improved the functionality of its Wrap Platform for financial advisers, with the addition of online corporate actions and initial public offer cale...

Financial planning

The unique process of equally combining quantitative and qualitative measures to construct portfolios has seen MIR finish first in the Australian equities - mid and large...

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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 1 day 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

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 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 6 days ago