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....

People & Products

Sunsuper’s Corrin Collocott has been appointed to a newly created position at BT Investment Solutions position....

Financial planning

As a pure investment house, BTIM believes asset management firms are steering towards providing more solutions than just beta products, as investors demand more income in...

Life/Risk

BT adjusts its superannuation-related life products to accommodate changes to the terminal illness release conditions....

Financial planning

In a bid to transform the way advisers manage their wealth portfolios BT Financial Group has unveiled the latest iteration of its Panorama mobile app....

Financial planning

BT Group Licensees have launched a digital learning channel with educational programs for financial advisers. ...

Financial planning

BT Financial Group will ramp up its adviser rating site with more consumer tools - including the provision of general advice, financial literacy and detailed adviser work...

Financial planning

BT Financial Group’s Chris Freeman announces his transition to retirement....

Financial planning

Veteran BT executive Chris Freeman to retire after 25 years with group...

Financial planning

YBR-linked Smarter Money fund added to BT Wrap....

Financial planning

JP Morgan Global Strategic Bond Fund added to BT, Asgard and IOOF platforms....

Top 100

BT Financial Group (BTFG) has been named as Risk Company of the Year in the Money Management/DEXX&R Adviser Choice Risk Awards, securing the win from TAL and OnePath, whi...

Top 100

Offering life insurance via its superannuation wrap has secured BT Financial Group (BTFG) top spot in both Super Risk categories (See also: Adviser Choice Super Risk Disa...

Financial planning

BTFG has gained some key insights from those using its adviser register and comments facility, Adviser View....

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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
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