BT FINANCIAL GROUP

Financial planning

Count Financial has joined with BT Wrap today to announce the two companies have renewed their distribution agreement....

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Funds management

BT Wrap has secured an ongoing relationship with SFG Australia - the result of the merger between Snowball and Shadforths....

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Financial planning

In a time of unprecedented regulatory change and market upheaval facing financial advisers, financial services licensees are going to have to adapt along with advisers to...

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Financial planning

After a sizeable dip in FUM in 2011, the total platform market ended the year to 31 March 2012 almost unchanged....

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Editorial

Piers Bolger believes that emerging market debt will continue to grow in prominence and provide an alternative debt solution to developed market economies....

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Financial planning

Consensus is building in the wider financial services industry that platforms and asset managers should shoulder the burden of lower financial advice fees being demanded ...

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Financial planning

The apparent eruption of a financial planning distribution turf war in the immediate aftermath of the acquisition of Count Financial by the Commonwealth Bank has led to w...

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Funds management

Each year the Money Management BDM of the Year attracts an outstanding group of candidates, and this year's state winners were no exception....

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Funds management

TAL Limited's Nathan Kerr’s understanding of his client base and the undying commitment to the industry that earned him this year’s Money Management BDM of the Year title...

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Financial planning

The Federal Budget has won little applause and much criticism from the financial services industry....

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Financial planning

Financial services players have taken aim at competition concerns and potential conflicts in institutionally owned investment platforms....

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Editorial

Westpac reports a 25 per cent decline in first-half profit but positions for growth opportunities....

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Financial planning

Asgard has launched a new website aimed at helping financial advisers manage critical dates and client communications associated with the end of the financial year....

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Funds management

BT has launched two products aimed at investors who wish to borrow to invest in equities....

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Financial planning

BT Financial Group has built on its successful phone-based claims handling system....

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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 16 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 4 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 2 days ago