BT FINANCIAL GROUP

People & Products

AFA Life has announced the recipients of the Company of the Year Awards. ...

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People & Products

Listed financial services company, Clearview, has appointed Michael Fox as state manager for NSW/ACT. ...

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People & Products

BT Financial Group’s former head of platforms, Kelly Power, will emerge as part of the executive team at Colonial First State next year....

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SMSF

BT Financial Group has partnered with software provider BGL Corporate Solutions to move accountants onto the cloud....

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Financial planning

BTFG has teamed up with The Ethics Centre to put their advisers through an ethical professional program....

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Superannuation

BT Financial Group aimed to address a shortfall in the Australian wealth management market with its end-to-end functional Panorama platform....

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Financial planning

There is a growing interest in how defined benefits will be treated and how it will interact with the $1.6 million cap, according to BT Financial Group....

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Financial planning

ASIC has banned a former Westpac financial adviser from providing financial services for eight years after finding cases of inappropriate advice provided to clients....

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Superannuation

Superannuation is the leading area for advisers seeking technical legislative and strategic support, according to BTFG....

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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...

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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....

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Financial planning

One-fifth of women do not feel financially educated and are more risk aware than men, according to BT Financial Group....

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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....

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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....

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Superannuation

BT Financial Group has selected Class Super to provide accounting software for BT Panorama’s SMSF administration offer....

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

16 hours 52 minutes ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

17 hours 19 minutes ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

18 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago