All Articles tagged with 'Kelly Power'

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Australian women and younger workers urged to consider rebuilding their super savings

From CFS - Colonial First State

Australian women and younger workers are among those who need to kickstart rebuilding their superannuation and retirement savings as the economy recovers after Australians withdrew more than $36 billion in early

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26 Apr 2021

Women are faced with new retirement realities since Coronavirus hit

From CFS - Colonial First State

Australians are feeling less confident about their retirement in a post Coronavirus world and think they might be forced to delay retirement and work longer than expected, according to new

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04 Aug 2020

Colonial First State fee cuts to benefit over 500,000 members with around $68 million in annual fee reductions

From Colonial First State

Colonial First State has announced significant fee reductions across its superannuation and investment platforms, reducing the cost of investing for over 500,000 members. Colonial First State fee reductions will lower

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23 Apr 2019

BT Compact Wrap and Wholesale Plus Funds hit the mark

From BT Financial Group

BT Compact Wrap and Wholesale Plus Funds are hitting the mark with advisers and investors, providing a low-cost offer for clients with modest balances and less complex needs. More than

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13 May 2015

BT Wrap boosts model portfolio capability

From BT Financial Group

BT has enhanced its model portfolio offer for dealer groups and advisers with the introduction of bulk linking and rebalancing. Since launching model portfolios in 2010 BT has been working

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22 May 2014

BT releases Wrap iPad App

From BT Financial Group

BT has released a new iPad app – BT Wrap Snapshot – to give advisers mobile access to popular client reports. BT Financial Group’s head of platforms Kelly Power said

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18 Sep 2013

BT Financial Group platforms minimising EOFY adviser burden

From BT Financial Group

BT Financial Group continues to honour its commitment to minimise the administrative burden for advisers at tax time by delivering more resources and faster delivery of investor statements through its

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16 Aug 2013

Asgard’s Infinity eWrap hits $2bn FUA

From BT Financial Group

Reflecting its popularity among advisers as a low cost and transparent platform solution, Asgard’s Infinity eWRAP has surpassed $2 billion in funds under administration in less than a year since

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05 Sep 2012

BT Wrap launches new online tool

From BT Financial Group

Building on BT Wrap’s efficient and seamless processes for delivering end of year statements, financial advisers now have access to a new online tool which generates an estimated release date

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26 Jul 2012

Asgard releases details on Infinity eWRAP

Asgard has released further details of its new Infinity platform ahead of a major national roadshow in five Australian cities. The roadshow, to be attended by more than 1,000 advisers,

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13 Oct 2011

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]