BT
Editorial
As it has become clearer how much capability is needed to comply with the FOFA reforms, advisers have turned to platforms to do most of heavy lifting. ...
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...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...