WESTPAC

People & Products

BT Financial Group has formally appointed the interim head of its financial planning and advice business, Justin Greiner, permanently into the role four months after he t...

Financial planning

Investors over 55 years-old are embracing the Internet revolution in droves and bypassing younger generations in terms of online broking according to research conducted b...

Financial planning

Westpac Banking Corporation, boosted by its acquisition of BT Financial Group, has reported a $1.2 billion operating profit for the half year ending March 31, a 17 per ce...

Superannuation

Retiree couples need an annual income of $43,350 to achieve a ‘comfortable’ retirement lifestyle, while singles need $32,800 according to new research released by the Ass...

Financial planning

Consolidation has become a key to employment prospects within the financial services sector. George Liondis reports on how three went into one at the combined Westpac / B...

Financial planning

BT will implement a range of changes to its wrap service after it passed $10 billion in funds under administration....

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

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

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...

Funds management

The wealth management divisions of major banks languished over the 2002/03 financial year, with total earnings excluding appraisal adjustments increasing by a total of on...

Financial planning

If the National Australia Bank is ultimately successful in nabbing AMP, it will unbalance the pillars of power says, Graham Rich....

People & Products

Former Rothschild associate director and head of retail sales Chris Larsen has signed on with MLC in the new role of national manager for alliances....

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...

People & Products

BT Financial Group head of corporate strategy Ouma Sananikone has resigned from the organisation after completing a strategic review of how the combined Westpac, BT and S...

Financial planning

One of the big stories of 1987 was the departure of Alan McCormack from Bain & Co. McCormack joined the now defunct Pacific Mutual Australia, but no amount of sleuthing o...

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GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

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The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

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