POWERED BY MOMENTUM MEDIA
BT
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....
Funds management
Legg Mason’s longevity risk focused Martin Currie Equity Income Trust, has been added to the BT Wrap and BT SuperWrap....
Funds management
Experience and quality of investment personnel are key factors behind Lonsec’s decision to upgrade its rating of a BT fund....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...