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BT FINANCIAL GROUP
Superannuation
BT Financial Group has become the latest entrant into the self-managed superannuation administration market, launching a service to administer SMSF funds and small Austra...
Financial planning
BT Financial Group has commenced the process of bringing the management of its four multi-manager offerings in-house in an effort to enhance the structure of these produc...
Editorial
BT Financial Group coined 2005 the “year of the disconnect”, because of the various anomalies occurring in the developed versus underdeveloped share markets and economies...
Financial planning
So you have a million dollars to invest. Let’s start by making some general assumptions; you own the property you live in, have no outstanding debts, you’re under 50-year...
Financial planning
According to Sue Merriman, BT Financial Group’s head of technical, more advisers need to be aware of the importance of beneficiary nominations when creating estate plans ...
Financial planning
With Rob Coombe at the helm, BT Financial Group identified the need to expand its advice and distribution capabilities, and took the bold step of establishing a new deale...
Editorial
The fortunes of Westpac Banking Corporation continue to climb after it delivered a record profit of $2,818 million for the year ended September 30, 2005, representing an ...
Financial planning
BT Financial Group has given its planned new dealer group an identity, and confirmed that former Retireinvest chief executive Mark Spiers would head up the business....
Funds management
BT Financial Group has reduced the US exposure in its retail global property fund from 100 per cent to 69 per cent, opening up to European and Asian markets as they in tu...
Financial planning
BT Financial Group has cut total ongoing fees on 52 of its wholesale and institutional investment funds by an average 17 per cent, with some cuts as high as 32 per cent....
People & Products
The former head of BT Financial Group, David Clarke, has returned to the industry as chair of non-conforming and equity release lender, Bluestone Group....
Financial planning
There are numerous reasons for the success of badged or ‘white label’ wraps, but none more significant than the benefits of scale they offer both the platform providers a...
Financial planning
BT Financial Group’s horror years of the early twenty-first century continue to fade into memory, as the unit delivered a big increase in funds under administration and a...
Financial planning
In another blow for Bank of Ireland Asset Management, they have been dumped by BT Financial Group as manager of its Partner International Value Fund to be replaced by a d...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...