BT has appointed a new chief product officer to replace Kathy Vincent as the company moves towards becoming a “simpler and stronger business”....
A female adviser has shared how financial advice firms can be more appealing to female clients who may feel intimidated by a male-dominated industry....
Queensland-based advice firm Provident Advisory has launched a range of managed accounts on BT Panorama as it seeks to achieve greater efficiencies. ...
The incoming tax increase for clients with superannuation balances exceeding $3 million will remain a key topic for financial advisers and their clients in 2024, accordin...
The Westpac-owned platform has announced a range of new efficiencies through a new brand campaign to better serve clients and financial advisers....
The investment manager has successfully transitioned BT’s Private Portfolio Management arm to Mercer from Westpac Group and announced its new name....
The decision by Westpac to retain the BT Panorama platform should be welcomed by the industry, according to platform researcher Recep Peker, as a way of intensifying plat...
Draft legislation on the first stream of the Quality of Advice Review reforms is expected to be released 'within weeks', according to Minister for Financial Services, Ste...
While retail market leaders like Insignia had moderate increases, there were at least five platforms with significant rises in the last financial year, including BT’s $3...
The Financial Services Council has appointed two financial services chief executives to join its board. ...
As Westpac retains the BT platform business, a senior member of staff has returned to the firm after departing last year to lead its platform strategy....
Starting this week, industry veteran Cathy Hales will step into the newly-created role of CEO, Wealth Pacific at Mercer. ...
Wraps, platforms and master trusts FUM declined to $982.5 billion over the year to end of March 2023, although some market leaders like HUB24 and Netwealth experienced do...
The firm has announced new non-executive director appointments to the boards of Mercer Investments, Advance Asset Management, and Mercer Superannuation, effective 1 July ...
Advance Asset Management has announced changes to the eligibility criteria for investment in its wholesale unit funds, months after it transitioned to Mercer Australia. ...
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Sounds like a schoolyard childish scrap! take it behind the shelter sheds and sort it out! Really Publicly listed compa...
iN THE END IT IS THE REGULATORS FAULT. wHILE I WAS WORKING I WAS ALLWAYS AMAZED AT HOW UNTHINKING SOME CLIENTS WERE! I...