BT

Financial planning

Tail winds help BTIM to sail to record full-year result....

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People & Products

Pimco’s head of Global Wealth Management, Australia, Peter Dorrian is stepping down after eight years with the fund manager to pursue a consultancy role. ...

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Financial planning

BTFG moves unilaterally be introducing its own adviser register and providing scope for client feedback and assessment....

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Financial planning

More Australian millennials trust financial service providers than those around the world, but few have seen retirement products targeted at them, an international study ...

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Financial planning

Partners Group Global Value Fund accept on BT and Macquarie platforms....

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Superannuation

People’s Choice Credit Union will develop a self-managed superannuation fund (SMSF) offering and enhance its current superannuation product range in an effort to expand i...

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Superannuation

Consumer satisfaction with the financial performance of superannuation has climbed to its highest point since the global financial crisis according to research conducted ...

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Financial planning

BTFG’s Ascalon takes strategic stake in Morphic....

Financial planning

Planner loyalty to platforms is being tested by fees and the freedom for planners to choose their own platform with two banks continuing to dominate the space...

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Financial planning

High net worth clients are willing to pay well for scalable advice with their demands indicative of future advice and investment trends....

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Financial planning

Prime Value Opportunities Fund achieves listing on BT Wrap platform....

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Editorial

While simplicity in the multi-fund sector is widely regarded a thing of the past, the fundamental investment principles that guided the success of multi-funds still apply...

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Financial planning

Standard Life Investments has had its Global Absolute Returns Strategy included on BT Wrap. ...

Superannuation

Customers are most satisfied with the financial performance self-managed super funds, compared to industry or retail funds, Roy Morgan data showed....

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Financial planning

Melinda Howes has been lured away from AMP to become General Manager of Super at BTFG....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 5 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 6 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

3 weeks ago