More self-managed super fund trustees are using the Australian Taxation Office’s new ‘six-member’ rule to meet residency requirements following disruptions to internation...
Having been granted a nine-month extension, completing their educational requirements is the top focus for advisers going into 2022....
Pella Funds Management has made its second appointment of a former AMP employee with the hire of Debbie Alliston for its advisory board....
As more advisers go independent following the Royal Commission, Kon Costas has broken away from BT Practice Principal’s Community to form his own self-licensed adviser se...
COVID-19 continued to be top of mind for advisers and their clients in the September quarter, according to BT Financial Group....
Going beyond responsible investment screens, Chris Dastoor writes, investors want to see that their manager is creating a social dividend as well as financial returns....
Matthew Rady has been appointed to lead the combined business including BT Panorama, BT’s Personal and Corporate Super, and Investments....
When it comes to divorce and separation, Alex Koodrin examines why it is important to talk with clients about the implications for life insurance sooner rather than later...
Fixed-term arrangements cannot be used to avoid ongoing fee consent renewals and advisers could breach the code of ethics by trying to use them in that way....
Advisers with comprehensive and up to date documentation will have the best shot at surviving any review from the financial services credit panel....
BT Funds Management and Asgard Capital will pay $3 million after the two entities made false and deceptive conduct to over 400 customers. ...
The UK went through its Retail Distribution Review in 2012, writes Chris Mather, so what can it teach Australia about the evolving financial advice system?...
There may be convergence of advice and technology but the amount of great technology businesses sits below the level of advice ones, according to BT....
The migration of accounts from BT Wrap to BT Panorama has transitioned over 150,000 accounts and over $56.6 billion in funds under administration....
Practices that will lose or are at risk of losing advisers next year will need to start recruiting now for a smoother handover for clients next year....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...