BT FINANCIAL GROUP

Life/Risk

BT Financial Group has cut clients' waiting times by extending their tele-claim services to include trauma claims....

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Funds management

BT Financial Group now accounts for almost half of the total wrap market, resulting in even more concentration in this space, according to a latest report released by Pla...

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Financial planning

Money Management's BDM of the Year finalists have been announced and financial planners have now been invited to vote for the winner....

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Editorial

Piers Bolger examines the rise of the Australian dollar and its impact on investment decisions....

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Superannuation

The superannuation guarantee will gradually increase from 9 per cent to 12 per cent over the next seven years, following the passage of the Minerals Resource Rent Tax thr...

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Policy & Regulation

The FPA and AFA will continue to press for amendments to FOFA despite the 12-month implementation period....

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Financial planning

The independence of accountants who align their businesses with financial planning dealer groups could be called into question, according to RSM Bird Cameron principal Pe...

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People & Products

Aon Hewitt Wealth Management has recruited Prue Petinsky to head its product development....

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Funds management

Securitor has launched a new investment research website which gives financial advisers access to product research and market commentary....

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Financial planning

The threat of a double-dip recession in the United States is gone, European debt is a long-term issue that is gradually being resolved, and a possible slowdown in Chinese...

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Financial planning

The threat of a double-dip recession in the United States is gone, European debt is a long-term issue that is gradually being resolved, and a possible slowdown in Chinese...

Funds management

Despite ongoing concerns from the Finance Sector Union (FSU) about job cuts and offshoring at the major banks, most of the banks either deny there are set plans to cut jo...

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Financial planning

Bryan Ashenden tries to find a resemblance between the changes FOFA will bring to the financial advice industry and Charles Darwin’s Theory of Evolution....

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Superannuation

The Federal Opposition says the Productivity Commission's review of default funds under modern awards need not take all year and that the MySuper legislation should be am...

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Financial planning

Australian Ethical Investment has appointed current director Steve Newnham as its executive director of business development....

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago