BT
Financial planning
Competition is driving platform fees down and it’s advisers who are feeling the pinch, writes John Wilkinson....
Financial planning
So you thought platforms were a steady business? Not on your life. It has been a year of movers and shakers, writes Ross Kelly....
Financial planning
AMP Financial Services has re-jigged the investment management line up for its major super and retirement platforms....
Financial planning
A former tax agent, accountant and financial planner has been jailed for six-and-a-half years in the Western Australian District Court after being found guilty of tax fra...
Financial planning
Index hugger Vanguard and specialist bond manager Pimco have been rated the pick of international fixed interest managers by research group Morningstar....
Financial planning
DKN Financial Group has linked up with BT Financial Group to offer a new investment platform to its network of advisers....
Financial planning
Tower Wealth Management owned dealer group Bridges has increased its push into the external dealer group services market by appointing former BT head of wrap specialist G...
Financial planning
BT Financial Group has signed a deal with Newcastle Permanent Building Society to badge BT’s wrap suite as the core platform within the NSW central coast firm’s wealth ma...
Financial planning
Westpac has beefed up its financial advice team following the promotion of BT Financial Group general manager distribution and key executive within the group’s advice div...
Financial planning
Inflows to the life insurance risk market rose 10.9 per cent to $4.2 billion in the 12 months to June 2004, according to a Plan For Life report....
Financial planning
BT Financial Group has announced its chief executive David Clarke will step down as head of the group in February to pursue “wider business interests”, two years after ta...
Financial planning
Research group Lonsec’s scepticism as to the capacity of domestic fund managers to establish thriving global equity arms has prompted it to place Perpetual Trustees Austr...
Financial planning
The platform industry is underperforming in key areas of service delivery to financial advisers, including accuracy of reporting and processing, according to a damning ne...
Financial planning
Melbourne-based boutique hedge fund firm K2 Asset Management has announced plans to close its Australian absolute return fund to avoid triggering potential capacity and l...
Financial planning
Platform provider Navigator today became the latest fund manager to roll-out its own Term Allocated Pension products ahead of law changes that will see the new income str...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...