BT

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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People & Products

Tyndall Asset Management has appointed Shirley Bowles and Steven Birkett to its newly created sales and marketing division. ...

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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 5 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 3 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. ...

6 days 3 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...

5 days 7 hours ago