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BT FINANCIAL GROUP
Financial planning
The two firms have announced a new online development program to support career changers, advice support staff and university graduates in joining the financial advice pr...
Financial planning
BT’s Bryan Ashenden has encouraged advisers to remain aware of the Financial Services and Credit Panel’s four latest determinations against relevant providers to avoid ru...
Financial planning
Financial advisers are encountering problems when it comes to navigating the technicalities of superannuation decumulation, according to BT, as well as how to best plan f...
People & Products
A former BT executive is set to head up the association’s marketing and communications team towards raising awareness around financial advice and the CFP designation....
People & Products
AMP has tapped super industry veteran Melinda Howes to lead its superannuation and investments business....
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...
People & Products
Advice technology solutions firm DASH has made eight new hires including former BT manager Tim Rogers as head of distribution....
People & Products
Matthew Rady has been appointed to lead the combined business including BT Panorama, BT’s Personal and Corporate Super, and Investments....
People & Products
Robert Coulter has been appointed as APAC business development director and will lead the firm’s distribution partnerships in the region....
Superannuation
The first step should be considering whether making a product recommendation is necessary for advisers with clients that have balances over $500,000, according to BT Fina...
People & Products
Endorphin Wealth Management has a launched a new managed discretionary account service in collaboration with Oreana Portfolio Advisory Services, Lifespan Financial Planni...
People & Products
Simone Dyda will be chief financial officer and Jason Muir will be chief risk officer, both effective from 15 May, 2020....
Funds management
Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...
People & Products
Duncan Hodnett will join from 30 March, 2020, in the newly-created role of head of global distribution....
People & Products
Sarah Forman has been appointed group executive advice, while Peter Chun is now the group executive member for growth....
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....