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BT FINANCIAL GROUP
Financial planning
Westpac financial planners that aren’t Certified Financial Planners (CFP) have been given 18 months to attain the designation if they wish to progress within the organisa...
Financial planning
Financial planning through banks has been regarded as unsophisticated, product-focused and entry level. But, as Jason Spits discovered, the banks are working hard to over...
People & Products
Former Sagitta Wealth Management chief executive Peter Martin has abandoned plans to kick-off a new venture, Rismark International, after splitting with a consortium that...
Financial planning
BT Financial Group has contacted up to 50,000 New Zealand investors to notify them of its intention to return to the High Court in Wellington and hopefully conclude an on...
Financial planning
BT Financial Group has dismissed suggestions the closure of its Tactical Asset Allocation (TAA) division is a risk averse move brought about by its Westpac Bank parent se...
Financial planning
Westpac Bank has followed its banking cousins ANZ and St George with its own record profit announcement today, leaving NAB as the likely party pooper later in the week wh...
Financial planning
DKN Financial Group has linked up with BT Financial Group to offer a new investment platform to its network of advisers....
Financial planning
The Investment and Financial Services Association (IFSA) has re-elected Perpetual Trustees managing director David Deverall, MLC chief executive retail investment Stephen...
Financial planning
BT Financial Group has followed up plans to provide investors, through the Westpac adviser channel, with a more extensive multi-manager product range by creating and fill...
Superannuation
Changes to tax rules have simplified the tax treatment of superannuation savings transferred from overseas, writes Kevin Smith....
Financial planning
Advisers have been urged to stake a claim in the burgeoning $210 billion corporate superannuation market as the industry braces itself for the implementation of the choic...
Financial planning
BT Financial Group has signed a deal with Newcastle Permanent Building Society to badge BT’s wrap suite as the core platform within the NSW central coast firm’s wealth ma...
Financial planning
Westpac has beefed up its financial advice team following the promotion of BT Financial Group general manager distribution and key executive within the group’s advice div...
Financial planning
BT Financial Group has announced its chief executive David Clarke will step down as head of the group in February to pursue “wider business interests”, two years after ta...
Financial planning
Portfolio Partners is aiming to combat the fierce competition faced by fund managers when seeking exposure to platforms and dealer group recommended lists by creating a n...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...