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Financial planning
Financial advisers and product providers alike have been inwardly too focused on their own internal business models and less focused on clients but there is an opportunit...
Superannuation
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...
Financial planning
Having been granted a nine-month extension, completing their educational requirements is the top focus for advisers going into 2022....
People & Products
Pella Funds Management has made its second appointment of a former AMP employee with the hire of Debbie Alliston for its advisory board....
Financial planning
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...
Financial planning
COVID-19 continued to be top of mind for advisers and their clients in the September quarter, according to BT Financial Group....
Features
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....
People & Products
Matthew Rady has been appointed to lead the combined business including BT Panorama, BT’s Personal and Corporate Super, and Investments....
Tools & guides
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...
Financial planning
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....
Financial planning
Advisers with comprehensive and up to date documentation will have the best shot at surviving any review from the financial services credit panel....
Financial planning
BT Funds Management and Asgard Capital will pay $3 million after the two entities made false and deceptive conduct to over 400 customers. ...
Expert Analysis
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?...
Financial planning
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....
Financial planning
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....
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Podcast
I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...
How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...
Faking exams and falsifying results..... Too stupid to comment on JG...