POWERED BY MOMENTUM MEDIA
BT
Financial planning
COVID-19 continued to be top of mind for advisers and their clients in the September quarter, according to BT Financial Group....
Features
Going beyond responsible investment screens, Chris Dastoor writes, investors want to see that their manager is creating a social dividend as well as financial returns....
People & Products
Matthew Rady has been appointed to lead the combined business including BT Panorama, BT’s Personal and Corporate Super, and Investments....
Tools & guides
When it comes to divorce and separation, Alex Koodrin examines why it is important to talk with clients about the implications for life insurance sooner rather than later...
Financial planning
Fixed-term arrangements cannot be used to avoid ongoing fee consent renewals and advisers could breach the code of ethics by trying to use them in that way....
Financial planning
Advisers with comprehensive and up to date documentation will have the best shot at surviving any review from the financial services credit panel....
Financial planning
BT Funds Management and Asgard Capital will pay $3 million after the two entities made false and deceptive conduct to over 400 customers. ...
Expert Analysis
The UK went through its Retail Distribution Review in 2012, writes Chris Mather, so what can it teach Australia about the evolving financial advice system?...
Financial planning
There may be convergence of advice and technology but the amount of great technology businesses sits below the level of advice ones, according to BT....
Financial planning
The migration of accounts from BT Wrap to BT Panorama has transitioned over 150,000 accounts and over $56.6 billion in funds under administration....
Financial planning
Practices that will lose or are at risk of losing advisers next year will need to start recruiting now for a smoother handover for clients next year....
Financial planning
There will not be any changes to the Financial Adviser Standards and Ethics Authority’s Standard 3 of the code of ethics this year as it is Treasury that will have to mak...
Superannuation
Clients are likely to miss out if the Treasury Laws Amendment (More Flexible Super) Bill is delayed further as they may be too old to use bring-forward contributions befo...
Financial planning
With the end of the financial year coming up, financial advisers need to have indexation, the downsizer contribution, bring-forward contributions, Pension Loans Scheme el...
Financial planning
Principal Real Estate Investors will be the underlying active manager for BT Investment Solutions Global Property separately managed account, as part of the CoreSeries po...
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...