BT

Financial planning

Participants of a Money Management roundtable agree there are too many part-time financial planners living off large books of trailing commissions....

Financial planning

With legislative change sweeping across the financial services industry, BT Financial Group has launched a website designed to keep advisers up to date with the latest po...

Rate the raters

Standard & Poor’s (S&P) – a name synonymous with credit ratings and research the world over – will no longer have an Australian ratings and fund services presence from 1 ...

Financial planning

Legg Mason Australian Real Income Fund added to BT Wrap....

Financial planning

Financial planning groups are restructuring salary models to make sure their planners are rewarded after the ban on commissions officially comes in on 1 July 2013....

Superannuation

MySuper may be the factor which sees retail funds beat industry funds on price....

Financial planning

The Legg Mason Australian Real Income Fund has been added to the BT Wrap platform....

Financial planning

Financial planners and their clients have to supplant platform providers and fund managers as the price setters in the advice equation, according to Colonial First State ...

Top 100

Many significant players in the dealer group sector have reduced their financial planner numbers, though the industry remains optimistic....

Top 100

Consolidation is changing the face of the financial planning dealer group sector before our eyes, while small-to-medium players continue to struggle....

Financial planning

Securitor's Matt Englund urges financial planners to make FOFA irrelevant by having the correct systems in place....

Funds management

SFG Australia launches new managed discretionary account products into allied groups - Shadforth, Outlook and Western Pacific....

Editorial

Mike Taylor asks whether the formation of BT Select and the continuing competition between BT and Count Financial reflect the end of the current dealer group model....

Financial planning

BT Financial Group has appointed Zenith Investment Partners as its sole external research provider, with the contract set to commence on 1 October 2012....

Funds management

There was little change for the masterfunds sector over the year to March 2012, down by just 0.3 per cent, or $1.4 billion, to $433.1 billion....

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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 month 3 weeks ago

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

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ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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