BT FINANCIAL GROUP

Financial planning

Westpac’s advice business was a loss-maker and the big banking group is already estimating the dollar benefits of divestment....

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Tools & guides

Bryan Ashenden lays out who should be taking advantage of the Government’s downsizer strategy and why, and how advisers can help them do so....

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Funds management

Financial planners recommending managed accounts has doubled, despite users lacking proper education....

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Superannuation

Legislation that passed the Senate last week could see fees slashed to less than three per cent on five million superannuation funds, with AMP, Hostplus, and ANZ OnePath ...

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Superannuation

The Productivity Commission’s controversial ‘best in show’ default super fund list could prove hard to break into, as economies of scale see the 10 funds to feature exten...

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People & Products

Copia Investment Partners has appointed Matt Roberts as its new distribution manager in its Sydney office....

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Superannuation

BT Financial Group has welcomed the release of the Productivity Commission’s final report into Australia’s superannuation system....

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Financial planning

Westpac has admitted that it did not fully appreciate the underlying risks entailed in running a financial planning business....

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People & Products

Almost six months after BT Financial Group revamped its pricing structure for BT Panorama, the company has announced that the platform has reached $13 billion in funds un...

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Financial planning

Westpac chief executive, Brian Hartzer has confirmed that senior executives within BT Financial Group suffered significant remuneration consequences for issues raised at ...

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People & Products

OnePath has won the over Association of Financial Advisers (AFA) and the Beddoes Institute 2018 Consumer Choice Award, with ClearView coming in second place....

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Expert Analysis

Bryan Ashenden writes that a range of individuals may be eligible for the downsizer strategy, which recently came into effect, and there are multiple ways that advisers c...

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Expert Analysis

Emma Pringle writes that sustainable investments not only have a ‘feel good’ advantage, but also can offer risk-adjusted returns across most asset classes that are compar...

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Financial planning

BT Financial Group has acted on Panorama by cutting platform pricing and simplifying access....

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Superannuation

BT Financial Group has come out in support of the Productivity Commission’s recommendation for a list of the 10 “best in show” super funds, saying that strong funds shoul...

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MARKET INSIGHTS

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

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 23 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 14 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago