Westpac will retain the BT brand, however BT Financial Group will no longer exist as a stand-alone division while aligned and salaried advisers will either join boutique licensee, Viridian, or become self-licensed.
Matthew Smith and Tahn SharpeMarch 19, 2019
Franking credit changes could result in better engagement with clients and more diversified portfolios, but there are broader investment implications for asset and product allocation that need to be considered.
Dominic McCormickMarch 18, 2019
Tech giants like Apple, Amazon, Facebook and Google are driving members' expectations of customer experiences which is a major challenge for superannuation funds.
Elizabeth FryMarch 18, 2019
If the regulator extends its report into conflicts from the big five into smaller practices they’ll be focusing on the two requirements advisers commonly fail, a prominent lawyer says.
Tahn SharpeMarch 15, 2019
The announcement that CBA had delayed the spin off of its 'NewCo' entity was the talk of the room at an industry conference where a CFS executive was speaking during a session entitled: ‘A longer term perspective on advice businesses’.
Tahn SharpeMarch 14, 2019
The CFA Institute will work with 30 asset owners and managers as “experimental partners”, implementing diversity and inclusion action plans in their businesses.
Amanda White and Tahn SharpeMarch 11, 2019
Assessing risk in stocks works much better with a methodology that uses a temporal perspective, Tassos Stassopoulos says. Imagine you have already failed, and ask yourself why.
Tahn SharpeFebruary 18, 2019