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....
AMP has tapped super industry veteran Melinda Howes to lead its superannuation and investments business....
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...
Advice technology solutions firm DASH has made eight new hires including former BT manager Tim Rogers as head of distribution....
Matthew Rady has been appointed to lead the combined business including BT Panorama, BT’s Personal and Corporate Super, and Investments....
Robert Coulter has been appointed as APAC business development director and will lead the firm’s distribution partnerships in the region....
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...
Endorphin Wealth Management has a launched a new managed discretionary account service in collaboration with Oreana Portfolio Advisory Services, Lifespan Financial Planni...
Simone Dyda will be chief financial officer and Jason Muir will be chief risk officer, both effective from 15 May, 2020....
Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...
Duncan Hodnett will join from 30 March, 2020, in the newly-created role of head of global distribution....
Sarah Forman has been appointed group executive advice, while Peter Chun is now the group executive member for growth....
Westpac’s advice business was a loss-maker and the big banking group is already estimating the dollar benefits of divestment....
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....
Financial planners recommending managed accounts has doubled, despite users lacking proper education....
How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...
Faking exams and falsifying results..... Too stupid to comment on JG...
Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...