BT | Money Management

BT

Financial planning

AFS passes into history as its licence is cancelled

Australian Financial Services ends its run as licence cancelled under voluntary administration....

Superannuation

Planners can wrest SMSF mantle

New white paper points to planning opportunities and a problematic vertically-integrated model....

Editorial

BT helps drive solid Westpac half

BT Financial Group’s performance has helped drive a solid first-half performance for Westpac....

Financial planning

AFS planners face PI uncertainty

Speculation surrounding the future of the Australian Financial Services (AFS) Group has increased amid questions about its ability to provide professional indemnity (PI) ...

Financial planning

The shifting priorities of end of year tax planning

End of financial year is always a busy period for financial planners, but it also represents a big client engagement opportunity, writes Janine Mace....

Financial planning

Fragmentation sees AFS enter administration

The desertion of key planning practices and consequent revenue pressures have forced AFS to enter voluntary administration....

Superannuation

BT chief calls for super certainty

BT chief Brad Cooper warns on impacts of short term policy on super....

Editorial

Planners too must act in own best interests

Mike Taylor explains the writing was on the wall long before the announcement of a number of practices leaving the AFS Group....

Financial planning

AFS practices exit to ANZ and others

More than a dozen AFS practices have left the dealer group, with eight migrating to ANZ with others understood to have gone to BT and InFocus....

Financial planning

Dealer group models facing change

A general consensus has emerged that many dealer groups will have to change commercial models as a result of the new conflicted remuneration rules....

Superannuation

Financial planners struggle to keep up with superannuation changes

With constant regulatory change impacting on the superannuation sector, financial planners are finding it difficult to focus on clients’ retirement needs, writes Bela Moo...

Life/Risk

Advisers worried about Choosi

A group of financial advisers has taken to social media to raise concerns that insurance comparison website Choosi is misrepresenting its services to clients and leading ...

Editorial

Caveat emptor necessary amid planner churn

With scores of financial planners changing dealer groups, Mike Taylor writes that it is important for those doing the recruiting to undertake the necessary due diligence ...

Life/Risk

Direct life insurance – a friend or foe of financial advisers?

We can buy everything online – clothes, shoes, cars, holidays – so it is only natural that the direct life insurance channel is becoming part of the online tsunami. How t...

Policy & Regulation

June 30 to trigger adviser migration

The dawning realisation that grandfathering arrangements may be put in jeopardy is likely to create a spike in the number of planners changing dealer groups before 30 Jun...