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BT FINANCIAL GROUP
Platforms & wraps
BT has booked a 7 per cent rise in half-year cash profit following strong funds under administration growth on the Panorama platform....
Financial planning
Millennials are far more confident about their financial future than the broader population, according to new research from BT Financial Group....
People & Products
John Shuttleworth has resigned as general manager – platforms and investments at BT Financial Group, ending 14 years at the company....
People & Products
AFA Life has announced the recipients of the Company of the Year Awards. ...
People & Products
Listed financial services company, Clearview, has appointed Michael Fox as state manager for NSW/ACT. ...
People & Products
BT Financial Group’s former head of platforms, Kelly Power, will emerge as part of the executive team at Colonial First State next year....
SMSF
BT Financial Group has partnered with software provider BGL Corporate Solutions to move accountants onto the cloud....
Financial planning
BTFG has teamed up with The Ethics Centre to put their advisers through an ethical professional program....
Superannuation
BT Financial Group aimed to address a shortfall in the Australian wealth management market with its end-to-end functional Panorama platform....
Financial planning
There is a growing interest in how defined benefits will be treated and how it will interact with the $1.6 million cap, according to BT Financial Group....
Financial planning
ASIC has banned a former Westpac financial adviser from providing financial services for eight years after finding cases of inappropriate advice provided to clients....
Superannuation
Superannuation is the leading area for advisers seeking technical legislative and strategic support, according to BTFG....
Tools & guides
While new and existing related party limited recourse borrowing arrangements need to comply with safe harbour provisions, it is not the only option, David O’Connell write...
Tools & guides
While the professional standards changes will set a benchmark, it is important to remember that these are only a minimum, Bryan Ashenden writes....
Financial planning
One-fifth of women do not feel financially educated and are more risk aware than men, according to BT Financial Group....
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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....