BT

Financial planning

Whilst huge winds of change batter the investment and regulatory environment, a fundamental shift in the way consumers interact with technology is altering the nature of ...

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Funds management

BT Financial Group has launched a new product aimed at risk-averse clients that guarantees a 'minimum outcome' at the end of an agreed term....

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People & Products

Former BT Financial head of Licensee Select David Hunt has been appointed manager, northern region at RI Advice Group....

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Funds management

A structural change in investor attitudes means fund managers are now competing in a "savings pool" rather than an "investment pool", according to BT Investment Managemen...

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People & Products

William Blair & Company has appointed Alex Francois as head of Australia and New Zealand institutional distribution based in Sydney....

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Financial planning

With major legislative change set to occur, the role software, technology and new media are playing in financial planning today is unprecedented....

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People & Products

Andrew Yap and Huw Flanagan have joined Zenith Investment Partners as investment analysts....

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People & Products

Maria Lykouras has been appointed general manager advice licensee services of Commonwealth Bank's wealth management business....

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People & Products

Former BT portfolio manager Jack Chemello has been appointed head of equities at Mason Stevens....

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Superannuation

Key sections of the financial services industry have lamented the Productivity Commission's failure to open up the default funds arena to more competition by removing man...

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Life/Risk

The life risk market has again recorded double-digit growth, with premium inflows rising by 11.9 per cent over the 2011/12 financial year, according to research from Plan...

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Financial planning

BT chief Brad Cooper outlines growth push based on financial planner alignment and product quality....

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People & Products

BT Investment Management has grown its wholesale sales team with the appointments of Nick Mitchell, Laurice Considine and David Bolsom....

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Editorial

With bond yields at multi-year lows, BT's Piers Bolger asks whether investing in fixed income continues to make sense....

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Financial planning

Despite conventional wisdom to the contrary, many independent financial planners are not ill-disposed towards linking to the dealer group services provided by the major b...

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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 2 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....

5 days 7 hours 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 3 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 1 day ago