BT

Financial planning

The BT life insurance business this week laid claim to passing a milestone, with one million policies now in-force....

Financial planning

AQR Capital Management has welcomed the fact that two of the key ratings houses have awarded its Wholesale Managed Futures Fund a 'recommended' rating. ...

Funds management

Australian and NZ markets in step as investment returns drive funds growth....

Financial planning

BT Financial Group has made a further push to attract female advisers with the launch of the Stella Network....

Superannuation

Maybe it’s the necessary evil, but superannuation change is not only necessary, it’s also inevitable. Bryan Ashenden states the case. ...

Funds management

Strong investments and flows drive masterfund sector growth....

Financial planning

The Bennelong Kardinia Capital Absolute Return fund has lowered its initial investment amount for retail investors to $20,000 and moved to provide daily liquidity....

Top 100

ClearView has picked up gold for its LifeSolutions Business Expense in the 2013 Money Management/DEXX&R Business Overhead product category. ...

Financial planning

Platforms, financial advisers and clients alike are about to be swept along by the impact of technological innovation on platforms, as Kelly Power explains. ...

Rate the raters

If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...

People & Products

Godfrey Pembroke head of planning business moves to bank role and replaced with MLC executive....

Editorial

Count Financial’s Michael Beer has been awarded this year’s BlackRock/PortfolioConstruction Forum Scholarship for the CIMA designation. ...

Financial planning

BT Financial Group announced this week that it had received APRA approval for its MySuper licences and would launch actively-managed "lifestage" funds as its MySuper solu...

Financial planning

The FOFA legislation once heralded was a long time coming – and with its implementation date has also arrived a raft of questions as to how parts of the legislation will ...

Financial planning

Two large banks have told the PJC that they do not impose sales targets on their financial planners, but revenue targets and adviser bonus structures are still in place....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 4 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

4 days 12 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks ago
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