BT

Financial planning

All sectors of the retail financial services industry have had a tough September quarter, with overall funds under management (FUM) falling by $47 billion since June....

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 ...

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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...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

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

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
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