BT FINANCIAL GROUP

Editorial

BTFG has emerged as a solid contributor to Westpac’s solid six month result....

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Superannuation

With eight years having passed since the ‘Simpler Super’ review, it could be time to reopen a dialogue about the future of super, Bryan Ashenden writes....

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Financial planning

The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac. ...

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Financial planning

Milana Pokrajac explores the pluses and minuses of vertically integrated dealer groups and the concept of a so-called ‘benign institution’....

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Financial planning

While education has long been the yardstick by which advisers are measured, the bar has been raised and standards have become more widespread than ever before. As Jason S...

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People & Products

Tyndall Investment Management has hired Al Clark for its newly created role of global head of multi-asset, based in Sydney....

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Funds management

New data shows wraps, platforms and master trusts FUM had a $94 billion rise during 2013....

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Financial planning

US specialist Bill Bachrach says Australian planners should be focused on their clients’ needs rather than their fee structures....

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Financial planning

BT rolls out tablets to its planning force to increase face-to-face time with clients....

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People & Products

BT Financial Group has made changes to its life insurance sector, appointing Richard Zarzeczny as chief underwriter....

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Life/Risk

The risk insurance industry is often defined by its challenges, with under-insurance, lapse, regulation and competing direct propositions unlikely to disappear. Despite t...

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Editorial

Marcelle Murphy from Advance explores the role of emerging markets in a diversified investment strategy....

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Life/Risk

Life policy cancellations are at their highest levels in over two decades, new research shows....

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Financial planning

ANZ has retained its title as Australia’s most valuable banking brand in a year that saw lower ranked institutions such as BT Financial Group increase their standing expo...

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Financial planning

AFS Group owes more than $11.3 million to its creditors and is unlikely to be able to pay a dividend to any one of them....

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Never miss the latest news and developments in wealth management industry

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....

1 week 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