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....

While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...

Can the ATO access a taxpayer’s superannuation when bankruptcy looms? David Oon and Bryce Figot explore this matter further....

Responsible investment hasn’t exactly taken off in the planner space despite the advent of cheaper products and easier access. Bela Moore reports. ...

Lower-cost and flexible pricing models have been the most successful elements in driving planners’ satisfaction with investment platforms, according to a new report by In...

BT Financial Group will refund some of its BT Wrap and BT SuperWrap customers after it was discovered they had been paying adviser fees above that of disclosed percentage...

BT Advice has revealed how much in money and human resources it spent on FOFA preparations....

Masterfunds have continued to grow in size, ending the year to March 31 with nearly half a trillion dollars in funds under management (FUM). ...

BT’s Bryan Ashenden explains why the best interest duty is in everyone’s best interests....

It was not a formal valedictory but Financial Services Minister, Bill Shorten, used an FSC function to thank those involved in the FOFA and financial services policy chan...

The retail managed funds sector has grown 4.5 per cent in the March quarter; however the “sell in May and go away” syndrome may plague Australian markets later this year....

BT Select has confirmed its continued growth but acknowledges careful due diligence on the AFS practices it recruited. ...

New research shows only one in 10 industry super fund members use their fund’s financial planning services due to lack of interest and awareness. ...

BT Financial Group extends to 150 the number of funds under capital protection product....