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BT
Superannuation
Customers are most satisfied with the financial performance self-managed super funds, compared to industry or retail funds, Roy Morgan data showed....
Financial planning
Melinda Howes has been lured away from AMP to become General Manager of Super at BTFG....
People & Products
Melinda Howes has been lured away from AMP to become General Manager of Super at BTFG....
Superannuation
ISA claims bank owned super funds ran campaign to remove ads but will continue with them after making changes required by ASIC ...
Financial planning
The Financial Services Council (FSC) has signed memoranda of understanding (MOU) with Korea to foster financial services trade and investment between Australia and Korea....
Life/Risk
BT Financial Group senior executive, Deanne Stewart, has been appointed as the Australian chief executive of major insurer, Metlife....
Funds management
In the multi-sector space, getting the allocation formula right is critical to securing consistent returns, the winner of this year's multi-sector award says. Legg Mason ...
Financial planning
BT will provide wealth management services to People’s Choice Credit Union, and offer model portfolio offering enhancements....
Funds management
Former head of BT, Rob Coombe, claims funds management groups operate better when not under bank control. ...
Financial planning
BT Wrap has knocked back claims by Sirius Funds Management that it was uncommunicative, stating information had been supplied on a regular basis....
Financial planning
Sirius Funds Management has branded BT Wrap as lacking in transparency and accused it of failing to divulge client information. ...
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....
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. ...
Financial planning
Milana Pokrajac explores the pluses and minuses of vertically integrated dealer groups and the concept of a so-called ‘benign institution’....
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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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....