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Financial planning
Australian Ethical Investment has appointed current director Steve Newnham as its executive director of business development....
Financial planning
With widespread industry concern surrounding the proposed changes, all eyes remain firmly locked on the progress of the FOFA reforms as we move into 2012 and ever-closer ...
Financial planning
Securitor, one of BT Financial Group's major dealer groups with 450 advisers, has joined the Association of Financial Advisers....
Financial planning
All major institutions have reported falls in funds under management (FUM) over the past 12 months, with the sector experiencing its worst performance in three years....
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
The tortuous progress of the FOFA reforms and ongoing industry consolidation has defined 2011 for the financial services sector, write Tim Stewart and Milana Pokrajac....
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...
Financial planning
Westpac has restructured its divisions and recruited a key executive, Brian Hartzer, from Royal Bank of Scotland....
Financial planning
Major platform providers across the industry are now moving away from a heavy period of platform consolidation to focus on developing and upgrading the remaining products...
Financial planning
Financial planning executive Neil Younger will make a move to ANZ Wealth next month to head up practice-based financial planning, the banking group has announced....
Financial planning
Former DKN CEO Phil Butterworth made the decision to join a new business unit at BT Financial Group, regardless of whether fellow DKN and Lonsdale executives would also m...
Financial planning
BT Financial Group has appointed former DKN chief executive Phil Butterworth to head a new financial planning business unit that will include the established Magnitude br...
Financial planning
It has been a tough year for platform providers, with three out of six largest platforms reporting negative net flows for the year ending June 2011, according to data pub...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....