POWERED BY MOMENTUM MEDIA
BT
Tools & guides
Advisers need to ensure contribution strategies for this financial year are carefully planned as there is no indexation of the $1.6 million super caps from July, Bryan As...
Superannuation
A leading plaintiff law firm has called for employers to be placed under a legal obligation to select the right default superannuation fund for their employees at the sam...
Financial planning
ASIC has won an appeal against two Westpac subsidiaries that provided personal advice to customers that breached best interests duty....
Expert Analysis
There are numerous examinations facing advisers in the short-term, even with a potential Government extension, so how can advisers be prepared while still doing their day...
Funds management
IOOF has revealed the degree to which it was impacted by last year’s decision by BT to cut fees....
People & Products
Xplore Wealth has appointed Michael Wright as chief executive, joining from BT. ...
Life/Risk
Serious questions have been raised about whether the Government even understood the existence of hundreds of thousands of ‘risk-only’ superannuation fund members when it ...
People & Products
BT Panorama has seen funds under administration pass $20 billion, boosted by transfers from customers new to BT....
Superannuation
Industry superannuation funds have been confirmed as the winners from the Royal Commission with new research suggesting AMP Limited has been particularly adversely affect...
Expert Analysis
There’s a business case for workplace diversity that goes beyond ethical arguments. Emma Pringle looks at how promoting women leads to better companies, meaning gender di...
People & Products
Netwealth has opened a new office in Adelaide, South Australia, adding Andrew Dwyer as senior distribution manager....
Life/Risk
The results of BT’s Cancer Assistance Program, which offers early intervention to clients diagnosed with cancer, have shown that the early help led to better outcomes for...
Financial planning
Viridian is promising migrating BT Magnitude and Securitor planners it wants to keep the BTGL community together but under a new license with no legacy issues....
People & Products
BT has launched a new online portal for life insurance clients, offering an online hub focused on health and wellbeing....
Funds management
BT Panorama is set to surpass $15 billion in funds under administration with a 75 per cent increase in net flows after introducing open platform pricing. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...