POWERED BY MOMENTUM MEDIA
BT
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....
Financial planning
BT's Mark Spiers says a letter from Count Financial CEO David Lane to Securitor and Magnitude advisers actually belittles the important role advisers play....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...