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BT FINANCIAL GROUP
People & Products
A former BT executive is set to head up the association’s marketing and communications team towards raising awareness around financial advice and the CFP designation....
People & Products
AMP has tapped super industry veteran Melinda Howes to lead its superannuation and investments business....
Financial planning
The decision by Westpac to retain the BT Panorama platform should be welcomed by the industry, according to platform researcher Recep Peker, as a way of intensifying plat...
People & Products
Advice technology solutions firm DASH has made eight new hires including former BT manager Tim Rogers as head of distribution....
People & Products
Matthew Rady has been appointed to lead the combined business including BT Panorama, BT’s Personal and Corporate Super, and Investments....
People & Products
Robert Coulter has been appointed as APAC business development director and will lead the firm’s distribution partnerships in the region....
Superannuation
The first step should be considering whether making a product recommendation is necessary for advisers with clients that have balances over $500,000, according to BT Fina...
People & Products
Endorphin Wealth Management has a launched a new managed discretionary account service in collaboration with Oreana Portfolio Advisory Services, Lifespan Financial Planni...
People & Products
Simone Dyda will be chief financial officer and Jason Muir will be chief risk officer, both effective from 15 May, 2020....
Funds management
Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...
People & Products
Duncan Hodnett will join from 30 March, 2020, in the newly-created role of head of global distribution....
People & Products
Sarah Forman has been appointed group executive advice, while Peter Chun is now the group executive member for growth....
Financial planning
Westpac’s advice business was a loss-maker and the big banking group is already estimating the dollar benefits of divestment....
Tools & guides
Bryan Ashenden lays out who should be taking advantage of the Government’s downsizer strategy and why, and how advisers can help them do so....
Funds management
Financial planners recommending managed accounts has doubled, despite users lacking proper education....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...