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BT
People & Products
With over 20 events to take place across Australia, the newly launched program aimed to attract and develop the next generation of financial advisers. ...
Funds management
ASIC has issued interim stop orders on three BT funds run by Advance Asset Management for DDO failings....
Financial planning
On International Women’s Day, BT has shared the top queries advisers receive from their female clients over the past 12 months and the financial issues concerning them. ...
Financial planning
BT has shared the top queries it has received from advisers in the most recent quarter with topics including indexation and social security measures. ...
Financial planning
BT has shared the key trends in the managed account space which are expected to continue in 2023....
People & Products
BT’s head of platform distribution, Chris Mather, is to join CFS as the firm gears up to launch its new Edge platform next quarter....
Funds management
Westpac has confirmed the potential sale of the Asgard and BT Panorama platform is still a consideration as funds under administration on BT Panorama declines 8%....
Financial planning
There are a range of breach reporting issues regarding other licensees beyond the provision of poor advice and advisers may be unaware of different types....
Financial planning
BT has shared the top queries asked by advisers in the most recent quarter, including downsizer contributions into super and tax-free retirement income streams....
People & Products
BT is increasing the help available for support teams in advice firms to drive efficiencies in the back-office system....
Financial planning
The number of advisers using managed accounts has passed 1,000, according to BT, with funds under administration for the strategies reaching $10.7 billion....
Superannuation
Clients are still going to need to meet the work test if they want to claim a deduction for a personal contribution despite the removal of the work test for voluntary con...
Financial planning
Downsizer contributions, the superannuation guarantee and the COVID-related measures on minimum pension drawdowns are among the top enquiries by advisers this end of fina...
Tools & guides
There are specific requirements that only apply to trustees of self-managed superannuation funds, writes Tim Howard, including the allocation in their investment strategy...
Financial planning
Targeting new demographics and trends as well as centralising technology solutions is on the cards for platforms over the next few years, according to some of the largest...
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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....