BT

Financial planning

Westpac/BT has outlined its new financial planning approach via BT Select while Count has moved to offer Securitor planners an alternative....

Financial planning

Count chief executive David Lane has opened the door to Securitor planners he believes are feeling disenfranchised by the high sums paid to Count defectors....

Financial planning

AMP Capital has picked up a key fixed income mandate from BT Financial Group and Advance....

Superannuation

The Industry Super Network has urged the Productivity Commission review into default super to consider ISN-commissioned research findings that past superannuation fund pe...

People & Products

Infocus Money Management has appointed Giulio Russo as head of business development, which the group says is to assist it to continue its rapid growth....

Editorial

Mike Taylor writes that the existence of large payments and the perception that a sales culture continues to exist in the financial planning space represents a dangerous ...

Funds management

With less money going around, boutique fund managers are facing a dangerous period and those with unsustainable business structures are set to be driven out of the market...

People & Products

BT Financial Group has appointed Adam McGuren as the national manager of Licensee Select....

Financial planning

Count Financial has joined with BT Wrap today to announce the two companies have renewed their distribution agreement....

Financial planning

Count Financial added 24 authorised representatives and nine financial planning practices to its network in June....

Funds management

BT Wrap has secured an ongoing relationship with SFG Australia - the result of the merger between Snowball and Shadforths....

Accounting

The new limited licensing regime for accountants has received widespread support from the financial services industry....

Editorial

With corporate blow-ups becoming commonplace and ‘short-termism’ dominating investment markets, ESG issues are more relevant than ever. ...

Financial planning

In a time of unprecedented regulatory change and market upheaval facing financial advisers, financial services licensees are going to have to adapt along with advisers to...

Financial planning

After a sizeable dip in FUM in 2011, the total platform market ended the year to 31 March 2012 almost unchanged....

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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 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....

4 days 16 hours ago