BT

Financial planning

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

Superannuation

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

Editorial

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

Financial planning

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

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

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

Superannuation

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

Editorial

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

Financial planning

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

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

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

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

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

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

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...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months 1 week ago

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

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

5 days 4 hours ago