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Financial planning
The incoming tax increase for clients with superannuation balances exceeding $3 million will remain a key topic for financial advisers and their clients in 2024, accordin...
People & Products
The Westpac-owned platform has announced a range of new efficiencies through a new brand campaign to better serve clients and financial advisers....
People & Products
The investment manager has successfully transitioned BT’s Private Portfolio Management arm to Mercer from Westpac Group and announced its new name....
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...
Financial planning
Draft legislation on the first stream of the Quality of Advice Review reforms is expected to be released 'within weeks', according to Minister for Financial Services, Ste...
People & Products
While retail market leaders like Insignia had moderate increases, there were at least five platforms with significant rises in the last financial year, including BT’s $3...
People & Products
The Financial Services Council has appointed two financial services chief executives to join its board. ...
People & Products
As Westpac retains the BT platform business, a senior member of staff has returned to the firm after departing last year to lead its platform strategy....
People & Products
Starting this week, industry veteran Cathy Hales will step into the newly-created role of CEO, Wealth Pacific at Mercer. ...
Financial planning
Wraps, platforms and master trusts FUM declined to $982.5 billion over the year to end of March 2023, although some market leaders like HUB24 and Netwealth experienced do...
Funds management
The firm has announced new non-executive director appointments to the boards of Mercer Investments, Advance Asset Management, and Mercer Superannuation, effective 1 July ...
Funds management
Advance Asset Management has announced changes to the eligibility criteria for investment in its wholesale unit funds, months after it transitioned to Mercer Australia. ...
Financial planning
BT chief executive, Matt Rady, has shared with Money Management what the firm plans to do with its platform business after it concluded its sale process this week....
People & Products
Big four bank Westpac has concluded its competitive search for a buyer of the BT platform business....
People & Products
Acting platforms distribution head, Jason Brown, has been formally tapped to lead BT Panorama’s 70-person strong distribution team. ...
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MARKET INSIGHTS
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...