BT FINANCIAL GROUP
Tools & guides
While new and existing related party limited recourse borrowing arrangements need to comply with safe harbour provisions, it is not the only option, David O’Connell write...
Tools & guides
While the professional standards changes will set a benchmark, it is important to remember that these are only a minimum, Bryan Ashenden writes....
Financial planning
One-fifth of women do not feel financially educated and are more risk aware than men, according to BT Financial Group....
Funds management
BTFG’s funds management business’s balance sheet is feeling the impact of the group’s partial sale of BTIM, with cash earning down seven per cent....
Funds management
More Aussies would invest in a term deposit or a high interest account than super if they received a $100,000 windfall, according to BT Financial Group....
Superannuation
BT Financial Group has selected Class Super to provide accounting software for BT Panorama’s SMSF administration offer....
Superannuation
Aussies who rate themselves as physically fit have a higher financial fitness score, according to BT....
Life/Risk
BT Financial Group has appointed Sue Houghton as general manager for insurance and will commence her role on 7 March....
Life/Risk
Money Management once again teamed up with research house, DEXX&R, for the twelfth consecutive year to recognise excellence in the life/risk industry at the 2015 Adviser ...
Financial planning
As Australia’s ageing population expands, one industry expert asks if there are enough advisers specialising in aged care....
Financial planning
BT Financial Group’s Chris Freeman announces his transition to retirement....
Financial planning
Veteran BT executive Chris Freeman to retire after 25 years with group...
Financial planning
BT Financial Group affected by changes to Westpac CEO reporting lines....
Financial planning
IOOF recruits BTFG’s Daniel Dalton as new National Sales Manager, Investments....
People & Products
Principal Global Investors appoints Andrea Muller as executive director-head of international distribution, as Kirk West moves into a new role. ...
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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...