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BT
Financial planning
Industry consolidation, particularly involving large dealer groups, has the potential to shift large volumes of funds under management from current investment platforms i...
Superannuation
BT Financial has announced a new fee-for-advice option which will be made available to a number of BT Retail Personal Super and Pension funds....
Superannuation
SMSFs need to start focusing on the challenges of post-retirement, according to David Lees, general manager - superannuation and investments for the BT Financial Group....
Editorial
Platforms are facing pressure from all sides, Milana Pokrajac writes. How will they deal with changing financial adviser demands, low investor sentiment and fast approach...
Superannuation
Low-cost products introduced over the past 12 months by major providers such as Colonial First State, BT and AMP may have served to undermine the assumptions and disclaim...
Financial planning
Amid a scramble from several major institutions to acquire extra scale in terms of distribution, retaining and acquiring key leadership personnel is also crucial to busin...
Policy & Regulation
Major platform providers have called for parts of the Future of Financial Advice (FOFA) reforms to be delayed due to lingering uncertainty with respect to grandfathering ...
Financial planning
FOFA reforms will mean financial advice groups will either move down the vertical integration path towards a hybrid model or focus purely on the professional advice model...
Financial planning
Westpac finishes year with solid profit and acknowledging contribution of BT and an efficient cross-sell....
People & Products
Guardian Advice has appointed Wes King as State Manager for Western Australia....
Superannuation
The gap between industry super funds and the big six retail superannuation funds has significantly shrunk over the past year in terms of customer satisfaction, according ...
Superannuation
The gap between industry super funds and the big six retail superannuation funds has significantly shrunk over the past year in terms of customer satisfaction, according ...
Financial planning
BT Financial Group is seeing results from a drive to increase the proportion of its high net worth banking customers who also use the group for their wealth management ne...
Financial planning
Suncorp and Perpetual lag in master fund market growth stakes....
People & Products
ANZ Wealth appoints Don Sillar as new head of sales....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...