BT

Financial planning

BT Financial Group may be exonerated from reimbursing up to 50,000 investors in New Zealand for alleged breaches relating to document filing with the NZ Securities Commis...

Financial planning

BT Financial Group has signalled it will maintain its relationship with funds management partner, Putnam Investments, despite daily monitoring of the US-based manager in ...

Financial planning

A Westpac Banking Corporation strategic review going under the moniker of Project Sunrise may be inadvertently fuelling a large number of adviser departures from the grou...

Financial planning

Westpac Banking Corporation today - a year to the day since announcing its acquisition of BT Financial Group - says synergies from the highly publicised purchase last yea...

Financial planning

Cerulli’s predictions on the future of Australian platforms have so far proven unfounded, reports Mike Taylor....

Financial planning

Inflows into master trusts and wraps have grown at a rapid rate but what happens to the funds once they are in the door. Jason Spits looks at where they go, who makes the...

Financial planning

BT Financial Group has expanded its distribution team with Don Sillar moving from the group’s corporate superannuation division to head up wrap account distribution....

Financial planning

BT Financial Group will aim to boost its sale into its multi-manager offerings after signing up former MLC senior business development manager Michael Bailey....

Financial planning

With more and more platforms flooding the market, it seems our Top 100 Dealer Groups just can’t make up their minds about which one they prefer....

Financial planning

Research house Morningstar has downgraded BT Funds Management’s international equities capability following the much-publicised scandal involving its US-based management ...

Financial planning

Australian fund managers and platform providers are moving ahead in leaps and bounds with significant enhancements to their online service offerings in the last 12 months...

Financial planning

Shareholders of listed investment company Bentley Equities - previously BT Global Asset Management - today voted down a proposal to appoint Select Asset Management as its...

Financial planning

The BT Financial Group has struck a deal with six dealer groups renewing agreements to provide them with its wrap platform for a period of five years....

Financial planning

IOOF has now fully bedded down a tiered support service offering to selected advisers – IOOF Premier Services (IPS) – following the launch of the initiative to planners b...

Financial planning

BT Financial Group has launched Premier Adviser Services (PAS) – a selective support initiative for non-aligned advisers it has a strong relationship with – in a bid to b...

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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 4 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 17 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 21 hours ago