BT CEO on firm’s next plans for platform business

BT/platforms/westpac/BT-Panorama/mercer/

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.

AUTHOR

Perth adviser found guilty of 36 counts of stealing

Western-Australia/financial-theft/ASIC/

A financial adviser has been found guilty by the District Court of Western Australia of stealing from clients.

AUTHOR

Westpac updates on BT platform business sale

westpac/BT/BT-platforms/

Big four bank Westpac has concluded its competitive search for a buyer of the BT platform business.

AUTHOR

Blackwattle to launch first 3 funds next month

Funds-management/small-cap/small/mid-caps/long-short/

Blackwattle has shared details about its future fund range, with three to be launched in July, as the firm’s portfolio managers each make $1 million in personal commitments to the business.

AUTHOR

Future advice intentions on the rise: ASX

financial-advice/cost-of-advice/digital-advice/ASX/

A growing number of Australians plan to seek advice in the next 12 months, but less than 10 per cent are prepared to pay the average advice fee, according to the latest ASX Australian Investor Study.

AUTHOR

Schroders Australia appoints CEO

Schroders/multi-asset/Sam-Hallinan/Simon-Doyle/

Schroders Australia has appointed a new chief executive at the firm and a new portfolio manager for its multi-asset funds.

AUTHOR

Bravura commences CEO search as Roy departs

Bravura/fintech/class/HUB24/

With chief executive, Libby Roy, stepping down from the role effective immediately, the fintech company has announced a global external executive search for her successor.

AUTHOR

Expect increased video SOA uptake post-QAR

MYMAVINS/fourth-line/statements-of-advice/video/quality-of-advice-review/

Industry experts are expectant of video statements of advice gaining in popularity as the Quality of Advice Review loosens rules on what advice documentation should look like.

AUTHOR

Former Lonsec CIO joins global asset manager

fidelity/lonsec/ING-Australia/

Former Lonsec chief investment officer, Lukasz de Pourbaix, has joined asset manager Fidelity International.

AUTHOR

Education providers set to lose over $50m from experience pathway

education/university/experience-pathway/

The experience pathway could mean tens of millions of dollars in losses for education providers, according to government forecasts.

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 4 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 5 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 1 day ago