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BT
People & Products
BT’s Private Portfolio Management business will transition to Mercer later this year, following the acquisition of Advance Asset Management and the transfer of BT Super. ...
Financial planning
Dwindling numbers of Australian advisers is a major concern, but BT Financial chief executive Matt Rady says the thriving UK market gives him hope that Australia can attr...
People & Products
John Allmey, former head of investment specialists at BT, will become a strategic relationship leader for wealth management at Mercer following the sale of BT Investment ...
People & Products
With over 20 events to take place across Australia, the newly launched program aimed to attract and develop the next generation of financial advisers. ...
Funds management
ASIC has issued interim stop orders on three BT funds run by Advance Asset Management for DDO failings....
Financial planning
On International Women’s Day, BT has shared the top queries advisers receive from their female clients over the past 12 months and the financial issues concerning them. ...
Financial planning
BT has shared the top queries it has received from advisers in the most recent quarter with topics including indexation and social security measures. ...
Financial planning
BT has shared the key trends in the managed account space which are expected to continue in 2023....
People & Products
BT’s head of platform distribution, Chris Mather, is to join CFS as the firm gears up to launch its new Edge platform next quarter....
Funds management
Westpac has confirmed the potential sale of the Asgard and BT Panorama platform is still a consideration as funds under administration on BT Panorama declines 8%....
Financial planning
There are a range of breach reporting issues regarding other licensees beyond the provision of poor advice and advisers may be unaware of different types....
Financial planning
BT has shared the top queries asked by advisers in the most recent quarter, including downsizer contributions into super and tax-free retirement income streams....
People & Products
BT is increasing the help available for support teams in advice firms to drive efficiencies in the back-office system....
Financial planning
The number of advisers using managed accounts has passed 1,000, according to BT, with funds under administration for the strategies reaching $10.7 billion....
Superannuation
Clients are still going to need to meet the work test if they want to claim a deduction for a personal contribution despite the removal of the work test for voluntary con...
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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...