BT FINANCIAL GROUP

Top 100

BT Financial Group is two for two with insurance in super on platforms winning this category, as well as that of Super Risk Term & TPD Rider. ...

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Top 100

Getting the right balance between having a good product, strong relationships with financial advisers and quality service has been key to the success of Clearview's LifeS...

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Funds management

BT Financial Group has realigned its internal investment management teams within a single business unit and has moved Advance Asset Management head Patrick Farrell into t...

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Life/Risk

BT Financial Group has been named Risk Company of the Year in the Money Management/DEXX&R Risk Company of the Year Awards....

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Financial planning

Westpac chief executive Gail Kelly is stepping down after eight years at the helm, to be replaced by the bank’s head of wealth....

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Financial planning

Westpac reports $7.561 billion full-year profit with solid contribution from BTFG....

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Awards

TAL has won the Employer of the Year for its range of pro-active steps over the past 12 months to address gender imbalances within the workplace, with Chief People and Cu...

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Awards

Taking a lead in delivering a new insurance product to the market and creating master classes saw BT Financial Group’s Katherine Ashby get the award for Money Management ...

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Awards

Some of the industry’s most courageous and inspiring women were celebrated at Money Management and Super Review’s second annual Women in Financial Services Awards. ...

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Editorial

The men who brought you One Big Switch have now launched Adviser Ratings, but Mike Taylor writes that the devil is in the detail of their disclaimers. ...

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Financial planning

BT Financial Group has opened the way for clients to not only rate their planners but post comments on how they performed....

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Financial planning

BTFG moves unilaterally be introducing its own adviser register and providing scope for client feedback and assessment....

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People & Products

Wayne Wilson will depart Rubik and be replaced by former Bravura executive Iain Dunstan...

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Financial planning

AIA Australia chief executive, Damien Mu has joined the board of the Financial Services Council. ...

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Financial planning

Money Management unveils the finalists of its second annual Women in Financial Services awards. ...

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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....

2 weeks 6 days ago

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

3 weeks 4 days ago