BT FINANCIAL GROUP

Financial planning

With legislative change sweeping across the financial services industry, BT Financial Group has launched a website designed to keep advisers up to date with the latest po...

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Financial planning

Count founder Barry Lambert denies ever suggesting an unwritten non-compete code exists between dealer groups....

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Financial planning

ACCC acknowledges 'unwritten code' comments stemming from dealer group turf war....

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Editorial

While hybrid securities may appear attractive to investors seeking yield, they are not without risk. Piers Bolger provides an overview of aspects to consider before inves...

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People & Products

Rubik Financial has appointed former head of Asgard Wayne Wilson as managing director - wealth of COIN....

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Top 100

Many significant players in the dealer group sector have reduced their financial planner numbers, though the industry remains optimistic....

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Funds management

SFG Australia launches new managed discretionary account products into allied groups - Shadforth, Outlook and Western Pacific....

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Editorial

Mike Taylor asks whether the formation of BT Select and the continuing competition between BT and Count Financial reflect the end of the current dealer group model....

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Financial planning

BT Financial Group has appointed Zenith Investment Partners as its sole external research provider, with the contract set to commence on 1 October 2012....

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Funds management

There was little change for the masterfunds sector over the year to March 2012, down by just 0.3 per cent, or $1.4 billion, to $433.1 billion....

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Financial planning

BT's Mark Spiers says a letter from Count Financial CEO David Lane to Securitor and Magnitude advisers actually belittles the important role advisers play....

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Financial planning

Westpac/BT has outlined its new financial planning approach via BT Select while Count has moved to offer Securitor planners an alternative....

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Financial planning

AMP Capital has picked up a key fixed income mandate from BT Financial Group and Advance....

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People & Products

Infocus Money Management has appointed Giulio Russo as head of business development, which the group says is to assist it to continue its rapid growth....

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People & Products

BT Financial Group has appointed Adam McGuren as the national manager of Licensee Select....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 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 3 weeks ago

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

6 days 20 hours ago

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

1 week 5 days ago

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

2 weeks 3 days ago