BT

Life/Risk

BT adjusts its superannuation-related life products to accommodate changes to the terminal illness release conditions....

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Financial planning

In a bid to transform the way advisers manage their wealth portfolios BT Financial Group has unveiled the latest iteration of its Panorama mobile app....

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Financial planning

BT Group Licensees have launched a digital learning channel with educational programs for financial advisers. ...

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Financial planning

BT Financial Group will ramp up its adviser rating site with more consumer tools - including the provision of general advice, financial literacy and detailed adviser work...

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Financial planning

BT Financial Group’s Chris Freeman announces his transition to retirement....

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Financial planning

Veteran BT executive Chris Freeman to retire after 25 years with group...

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Financial planning

YBR-linked Smarter Money fund added to BT Wrap....

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Financial planning

JP Morgan Global Strategic Bond Fund added to BT, Asgard and IOOF platforms....

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Top 100

BT Financial Group (BTFG) has been named as Risk Company of the Year in the Money Management/DEXX&R Adviser Choice Risk Awards, securing the win from TAL and OnePath, whi...

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Top 100

Offering life insurance via its superannuation wrap has secured BT Financial Group (BTFG) top spot in both Super Risk categories (See also: Adviser Choice Super Risk Disa...

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Financial planning

BTFG has gained some key insights from those using its adviser register and comments facility, Adviser View....

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Funds management

BT Financial Group has realigned its internal investment management teams within a single business unit and has moved Advance Asset Management head Patrick Farrell into t...

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Financial planning

Lonsec delivers Perennial Value Wealth Defender Australian Shares Trust a ‘recommended’ rating....

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Life/Risk

BT Financial Group has been named Risk Company of the Year in the Money Management/DEXX&R Risk Company of the Year Awards....

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Financial planning

Industry organisations have applauded parliament’s restoration of the grandfathering provision in the latest round of the FOFA reforms, claiming it overturned a rule that...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 8 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 12 hours ago