BT
Financial planning
The BT Ethical Share Fund and Insurance Australia Group took top honours in their categories at the Australian Sustainability Awards....
Financial planning
IWL Limited has secured another three-year agreement with BT Wrap for the provision of its equities trading and portfolio management platform – Echelon Portfolio....
Financial planning
The introduction of the Tax Law Amendments (Simplified Superannuation) Bill into Parliament has drawn mixed reactions from the financial services industry....
Financial planning
Citing the high rate of underinsurance as a major problem among Australians, Westpac has launched a new income protection product....
People & Products
BT Financial Group has appointed Dirk Morris as its general manager and chief investment officer after the resignation of Guy Strapp from the positions....
Financial planning
BT Financial Group has entered a strategic partnership with US specialist fund manager Voyager Funds Management, which recently entered the Australian market....
Financial planning
BT has added a gearing tool to its Wrap platform, prompted by a record 45 per cent growth in its margin lending loan book to $3.5 billion as of June 30, this year....
Financial planning
Advisers can now make contribution splitting available to clients within the BT SuperWrap platform, thanks to recent product changes announced by BT Financial Group....
Financial planning
Changes to UK pension laws have highlighted the importance of Australian financial advisers for those transferring money from overseas, the technical head of a leading fi...
Financial planning
St George Group has surprised the market by announcing changes to the structure of its wealth management and retail financial services division, resulting in the departur...
Superannuation
Australian superannuation fund members have been rewarded by another year of double-digit returns, according to the latest data released by Intech Investment consultants....
Financial planning
The Mariner Wholesale Mortgage Trust is now available through Asgard Wealth Solution’s highly acclaimed master trust and e-wrap platforms....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...