BT

People & Products

Kieran Varcoe has taken the role, commencing in mid-February....

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People & Products

Don Sillar has been appointed to the role to help empower superannuation members and advice clients to make informed decisions....

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Financial planning

IOOF chief executive, Renato Mota, has downplayed the impacts of advisers who have exited....

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Superannuation

The major banks may have exited wealth management but there are good reasons why some remain involved in the delivery of superannuation products....

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Financial planning

With COVID-19 mostly under control in Australia, retirees are again looking to realise their plans to downsize their principal homes, according to BT....

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Superannuation

New data has emerged suggesting as many as 5% of early release superannuation applicants entirely emptied their accounts while just 10 superannuation funds paid around 68...

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Financial planning

IOOF and BT have ended their platform arrangements, with HUB24 emerging the winner. ...

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Financial planning

Financial advisers have expressed consternation that Asgard has signaled that it will be turning off one-off adviser fees on MySuper accounts. ...

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Superannuation

When the Government’s early release superannuation scheme comes to an end, 10 funds will have made over 60% of the payments, most of them being industry funds....

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Features

There is no lack of competition between licensees to attract good financial planning businesses, but Mike Taylor writes, the days of the deep pockets of the big banks are...

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Financial planning

Some $3.5 trillion is expected to be passed onto the millennial generation over the next 20 years and will be a new client pipeline for advisers, according to BT. ...

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Financial planning

Financial advice needed to focus on improving the value of advice, rather than focusing solely on the cost, according to a panel....

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Funds management

The top-performing fund when comparing the smallest and largest active global equity funds was a $1.2 million sized fund returning 44.35% since the start of 2020, accordi...

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Superannuation

BT has detailed its Panorama superannuation pricing to a key parliamentary committee. ...

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Financial planning

Advisers are asking the most questions about JobKeeper rules for both their clients and for their own businesses, according to BT....

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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 3 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 1 day 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 1 day 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. ...

4 days 10 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...

3 days 14 hours ago