BT FINANCIAL GROUP

Life/Risk

BT Financial Group has been named Risk Company of the Year in the Money Management/DEXX&R Risk Company of the Year Awards....

image
Financial planning

Westpac chief executive Gail Kelly is stepping down after eight years at the helm, to be replaced by the bank’s head of wealth....

image
Financial planning

Westpac reports $7.561 billion full-year profit with solid contribution from BTFG....

image
Awards

TAL has won the Employer of the Year for its range of pro-active steps over the past 12 months to address gender imbalances within the workplace, with Chief People and Cu...

image
Awards

Taking a lead in delivering a new insurance product to the market and creating master classes saw BT Financial Group’s Katherine Ashby get the award for Money Management ...

image
Awards

Some of the industry’s most courageous and inspiring women were celebrated at Money Management and Super Review’s second annual Women in Financial Services Awards. ...

image
Editorial

The men who brought you One Big Switch have now launched Adviser Ratings, but Mike Taylor writes that the devil is in the detail of their disclaimers. ...

image
Financial planning

BT Financial Group has opened the way for clients to not only rate their planners but post comments on how they performed....

image
Financial planning

BTFG moves unilaterally be introducing its own adviser register and providing scope for client feedback and assessment....

image
People & Products

Wayne Wilson will depart Rubik and be replaced by former Bravura executive Iain Dunstan...

image
Financial planning

AIA Australia chief executive, Damien Mu has joined the board of the Financial Services Council. ...

image
Financial planning

Money Management unveils the finalists of its second annual Women in Financial Services awards. ...

image
Editorial

Mike Taylor writes that Financial Services Council chief executive, John Brogden used his last annual conference address to point to how little the big issues have change...

image
People & Products

Anne Fuchs has moved to the newly-created role of Chief Commercial Officer within the AFA....

image
Financial planning

High net worth clients are willing to pay well for scalable advice with their demands indicative of future advice and investment trends....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day 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 1 week 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 ago

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

9 months 2 weeks ago