BT

Financial planning

Securitor, one of BT Financial Group's major dealer groups with 450 advisers, has joined the Association of Financial Advisers....

Financial planning

If Industry Super Network has ended 2011 as the industry's big winner, it came at the expense of the financial planning industry....

Financial planning

Industry consolidation, particularly involving large dealer groups, has the potential to shift large volumes of funds under management from current investment platforms i...

Superannuation

BT Financial has announced a new fee-for-advice option which will be made available to a number of BT Retail Personal Super and Pension funds....

Superannuation

SMSFs need to start focusing on the challenges of post-retirement, according to David Lees, general manager - superannuation and investments for the BT Financial Group....

Editorial

Platforms are facing pressure from all sides, Milana Pokrajac writes. How will they deal with changing financial adviser demands, low investor sentiment and fast approach...

Superannuation

Low-cost products introduced over the past 12 months by major providers such as Colonial First State, BT and AMP may have served to undermine the assumptions and disclaim...

Financial planning

Amid a scramble from several major institutions to acquire extra scale in terms of distribution, retaining and acquiring key leadership personnel is also crucial to busin...

Policy & Regulation

Major platform providers have called for parts of the Future of Financial Advice (FOFA) reforms to be delayed due to lingering uncertainty with respect to grandfathering ...

Financial planning

FOFA reforms will mean financial advice groups will either move down the vertical integration path towards a hybrid model or focus purely on the professional advice model...

Financial planning

Westpac finishes year with solid profit and acknowledging contribution of BT and an efficient cross-sell....

People & Products

Guardian Advice has appointed Wes King as State Manager for Western Australia....

Superannuation

The gap between industry super funds and the big six retail superannuation funds has significantly shrunk over the past year in terms of customer satisfaction, according ...

Superannuation

The gap between industry super funds and the big six retail superannuation funds has significantly shrunk over the past year in terms of customer satisfaction, according ...

Financial planning

BT Financial Group is seeing results from a drive to increase the proportion of its high net worth banking customers who also use the group for their wealth management ne...

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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 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...

1 week 5 days 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 1 day ago

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

2 days 20 hours ago