BT

Editorial

While much of the debate around NAB/MLC’s acquisition of AXA Asia Pacific has focused on who controls which dealer group, Mike Taylor argues that control of the platforms...

Financial planning

Control of the Australian platform market has nearly halved in the past four years to be dominated by three of the nation's big four banks, a situation that would be exac...

Funds management

A Morningstar report into the performance of managed funds has revealed the extent of the failure of global equities funds to provide returns to investors over the past f...

Funds management

A Standard & Poor’s global equities regional sector review has revealed a falling demand for funds with an exposure to developed markets as investor appetite for emerging...

People & Products

MLC has appointed Dean Thomas as the general manager of its MasterKey investment platform, where he will be responsible for managing and developing the suite of investmen...

Financial planning

BT Financial Group has used its submission to the second phase of the Cooper Review to argue for cost reductions at the same time as calling for equity on intra-fund advi...

Financial planning

The Plan for Life analysis of retail managed funds for the September quarter of 2009 has shown growth of $46.9 billion....

People & Products

To be succeeded by former Westpac New Zealand chief executive Brad Cooper, with Coombe taking up a group executive role in Westpac’s retail and banking business....

Financial planning

IFSA's super charter alters fee structures for advice and changes the ground rules on advertising....

Financial planning

Global financial crisis has acted to make some socially responsible investment (SRI) funds less attractive to retail investors. ...

Financial planning

Challenger's Dominic Stevens said the group is preparing for a four-fold increase in contact with planners and dealer groups to push its annuity products. Stevens said th...

Financial planning

Platforms and wraps have become such an integral part of the financial planning revenue equation that any changes to the regulatory environment are likely to be felt up a...

Financial planning

Dealer groups are preparing for changes in the financial services industry by looking to platform and fund ownership as a way to take planner and licensee remuneration in...

Superannuation

Financial planners have been witness to a rush of new retirement income products hitting the market but, as Liam Egan explains, the fall-out from the global financial cri...

Financial planning

Challenger Financial reports strong September quarter on the back of increasing preference for annuities....

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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

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 1 day 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 ago