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BT FINANCIAL GROUP
Funds management
Aligning its banking and wealth distribution channels is one of BT Financial Group’s key strategic growth priorities, according to its chief executive, Brad Cooper....
Financial planning
BT Financial Group is the leader in funds under management (FUM) in the total masterfund market, beating National Australia/MLC and Commonwealth/Colonial groups, accordin...
Financial planning
Australia's biggest fund managers have recorded inflow declines in the March quarter that reflect and in some cases exceed those experienced at the height of investor des...
Financial planning
Boutique incubator Ascalon Capital Managers to acquire a 30 per cent stake in Regal Funds Management....
Financial planning
BT-owned dealer groups Securitor and Magnitude are among the latest to formalise a relationship with a mortgage broker as they seek to expand their potential revenue stre...
Financial planning
Deborah Koromilas yesterday resigned from her position of executive leader for financial advisers with the Australian Securities and Investments Commission....
Financial planning
BT Financial Group is consulting with the Government and regulators in an effort to convince legislators that investment platforms are service, not product, providers, an...
People & Products
Damien Murphy named acting head of Asgard while group searches for Wayne Wilson's replacement....
People & Products
BT Financial Group has appointed former ING Investment Management (INGIM) senior portfolio manager Ron Mehmet as portfolio manager, fixed interest....
Financial planning
Dealer groups are considering new platform arrangements in light of proposed reforms to existing payment structures....
Financial planning
Perpetual has continued its push into the lucrative high-net-worth advice space with the appointment of former BT Financial Group head of advice Geoff Lloyd....
Financial planning
BT Financial Group has completed its post-merger fund manager reshuffle, announcing changes to its manager line-up for the Australian equities, property and fixed interes...
Financial planning
BT Financial Group general manager of advice and private banking, Geoff Lloyd, has resigned after six years with the group....
Financial planning
The master relationship agreement between BT Investment Management and BT Financial Group has been extended to March 2015, although the investment manager’s exclusivity r...
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MARKET INSIGHTS
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....