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BT FINANCIAL GROUP
People & Products
ANZ managing director for advice and distribution, Paul Barrett, will leave the bank later this month amid an executive reshuffle in its global wealth division....
People & Products
BT Financial Group CEO Brad Cooper has been appointed co-deputy chair of the Financial Services Council....
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If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...
Financial planning
BT Financial Group announced this week that it had received APRA approval for its MySuper licences and would launch actively-managed "lifestage" funds as its MySuper solu...
Superannuation
BTFG MySuper products will be available from 1 October....
Financial planning
The FOFA legislation once heralded was a long time coming – and with its implementation date has also arrived a raft of questions as to how parts of the legislation will ...
Financial planning
Two large banks have told the PJC that they do not impose sales targets on their financial planners, but revenue targets and adviser bonus structures are still in place....
Funds management
Much of the money currently flowing out of cash is going into managed funds and not into direct equities as previously anticipated, according to BT Financial Group....
Financial planning
BT Financial Group will refund some of its BT Wrap and BT SuperWrap customers after it was discovered they had been paying adviser fees above that of disclosed percentage...
Policy & Regulation
BT Advice has revealed how much in money and human resources it spent on FOFA preparations....
Financial planning
BT’s Bryan Ashenden explains why the best interest duty is in everyone’s best interests....
Financial planning
BT Select has confirmed its continued growth but acknowledges careful due diligence on the AFS practices it recruited. ...
Financial planning
Macquarie Wrap has joined other large-scale platform providers in providing its users with fee disclosure statement (FDS) functionality in the lead-up to the start date o...
Financial planning
Former ACCC chairman Graeme Samuel will headline Money Management’s Platforms and Wraps conference, which is focused on competition....
Superannuation
In just one week, inactive super accounts with under $2000 will be sent to the ATO....
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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...