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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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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...