BT

People & Products

Franklin Templeton Investments has appointed Matthew Hattersley as northern region - key account manager, the company's sixth strategic hire to its retail business in the...

Accounting

The Accounting Professional and Ethical Standards Board (APESB) has indicated the APES 230 standards will not force planners to move clients out of insurance contracts th...

Financial planning

Whilst huge winds of change batter the investment and regulatory environment, a fundamental shift in the way consumers interact with technology is altering the nature of ...

Funds management

BT Financial Group has launched a new product aimed at risk-averse clients that guarantees a 'minimum outcome' at the end of an agreed term....

People & Products

Former BT Financial head of Licensee Select David Hunt has been appointed manager, northern region at RI Advice Group....

Funds management

A structural change in investor attitudes means fund managers are now competing in a "savings pool" rather than an "investment pool", according to BT Investment Managemen...

People & Products

William Blair & Company has appointed Alex Francois as head of Australia and New Zealand institutional distribution based in Sydney....

Financial planning

With major legislative change set to occur, the role software, technology and new media are playing in financial planning today is unprecedented....

People & Products

Andrew Yap and Huw Flanagan have joined Zenith Investment Partners as investment analysts....

People & Products

Maria Lykouras has been appointed general manager advice licensee services of Commonwealth Bank's wealth management business....

People & Products

Former BT portfolio manager Jack Chemello has been appointed head of equities at Mason Stevens....

Superannuation

Key sections of the financial services industry have lamented the Productivity Commission's failure to open up the default funds arena to more competition by removing man...

Life/Risk

The life risk market has again recorded double-digit growth, with premium inflows rising by 11.9 per cent over the 2011/12 financial year, according to research from Plan...

Financial planning

BT chief Brad Cooper outlines growth push based on financial planner alignment and product quality....

People & Products

BT Investment Management has grown its wholesale sales team with the appointments of Nick Mitchell, Laurice Considine and David Bolsom....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

5 days ago