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BT FINANCIAL GROUP

Funds management

Former head of BT, Rob Coombe, claims funds management groups operate better when not under bank control. ...

Editorial

BTFG has emerged as a solid contributor to Westpac’s solid six month result....

Superannuation

With eight years having passed since the ‘Simpler Super’ review, it could be time to reopen a dialogue about the future of super, Bryan Ashenden writes....

Financial planning

The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac. ...

Financial planning

Milana Pokrajac explores the pluses and minuses of vertically integrated dealer groups and the concept of a so-called ‘benign institution’....

Financial planning

While education has long been the yardstick by which advisers are measured, the bar has been raised and standards have become more widespread than ever before. As Jason S...

People & Products

Tyndall Investment Management has hired Al Clark for its newly created role of global head of multi-asset, based in Sydney....

Funds management

New data shows wraps, platforms and master trusts FUM had a $94 billion rise during 2013....

Financial planning

US specialist Bill Bachrach says Australian planners should be focused on their clients’ needs rather than their fee structures....

Financial planning

BT rolls out tablets to its planning force to increase face-to-face time with clients....

People & Products

BT Financial Group has made changes to its life insurance sector, appointing Richard Zarzeczny as chief underwriter....

Life/Risk

The risk insurance industry is often defined by its challenges, with under-insurance, lapse, regulation and competing direct propositions unlikely to disappear. Despite t...

Editorial

Marcelle Murphy from Advance explores the role of emerging markets in a diversified investment strategy....

Life/Risk

Life policy cancellations are at their highest levels in over two decades, new research shows....

Financial planning

ANZ has retained its title as Australia’s most valuable banking brand in a year that saw lower ranked institutions such as BT Financial Group increase their standing expo...

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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’...

5 days 13 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 weeks 2 days 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 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 1 day 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 1 day 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 3 days ago