BT

People & Products

BT’s flagship BT Panorama platform has expanded with the addition of Challenger annuities and CMA Saver. ...

Funds management

Money Management scanned the Australian Core Strategies universe to find the top-performing funds for the year to 30 June. ...

People & Products

BT’s flagship platform, BT Panorama, is the highest-rated platform among financial advisers for its mobile access and app, according to Investment Trends. ...

Financial planning

Westpac’s BT Financial Group has called an end to grandfathering, effective from October....

Financial planning

BT has booked a 7 per cent rise in half-year cash profit following strong funds under administration growth on the Panorama platform....

Funds management

The Charter Hall Direct PFA Fund has been added to both the BT Wrap and BT Panorama platforms....

Financial planning

Australian women are not prepared for their financial futures, with less than one fifth of women feeling satisfied they are on track, according to new research from BT. ...

News

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services industry has been told BT Financial Planning failed to fully inform Dover Finan...

News

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has been told a senior BT planner went unpunished despite giving “poor...

Funds management

The Perennial Microcap Opportunities Trust was added to the Macquarie Wrap platform, as well as to BT platforms, BT Panorama, BT Wrap and Asgard....

People & Products

BT Financial Group has today announced the appointment of Corrin Collocott to the role of chief investment officer....

Features

Trust needs to be established as a core competency to help deliver quality advice and to help consumer regain trust in financial services, Charmaine Cheung writes....

Funds management

Morphic Asset Management’s global opportunity fund was added to some of the industry’s largest platforms due to strong demand. ...

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....

Superannuation

Aussies who rate themselves as physically fit have a higher financial fitness score, according to BT....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
moneymanagement logo