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WESTPAC
People & Products
The Westpac-owned platform has announced a range of new efficiencies through a new brand campaign to better serve clients and financial advisers....
People & Products
The investment manager has successfully transitioned BT’s Private Portfolio Management arm to Mercer from Westpac Group and announced its new name....
People & Products
Gai McGrath, chair of BT Funds Management, has been appointed non-executive director at Insignia Financial and is expected to commence in the first quarter of 2024....
People & Products
Having stepped down from Challenger, Steven Gregg has appointed to the board of Westpac as chairman-elect....
Financial planning
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...
Funds management
The corporate regulator has commenced civil penalty proceedings against Westpac for failing to respond to 229 customer hardship notices within the required time limit....
People & Products
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....
Financial planning
BT chief executive, Matt Rady, has shared with Money Management what the firm plans to do with its platform business after it concluded its sale process this week....
People & Products
Big four bank Westpac has concluded its competitive search for a buyer of the BT platform business....
Funds management
EXCLUSIVE Popular ETFs could soon come under ASIC’s radar as major ESG funds hold stocks that leading investment managers believe are far from ethical....
Financial planning
There is an estimated $3.7 trillion opportunity for the big four banks to return to wealth management and with the Quality of Advice Review focusing on digital advice, th...
People & Products
The former policy and advocacy head at the FPA has announced he will be joining the Council of Australian Life Insurers' executive team....
Funds management
The major bank has revised its monetary policy expectations off the back of the Reserve Bank's hawkish rhetoric....
Funds management
Westpac has come under fire from shareholders over greenwashing with Market Forces describing the firm as a ‘laughing stock’....
Funds management
Industry experts are predicting a further December rise in interest rates today, with hikes expected to continue until mid-2023 to address inflationary pressures. ...
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Podcast
How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...
Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...
This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...