BT

Financial planning

BT Financial Group has made a further push to attract female advisers with the launch of the Stella Network....

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Superannuation

Maybe it’s the necessary evil, but superannuation change is not only necessary, it’s also inevitable. Bryan Ashenden states the case. ...

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Funds management

Strong investments and flows drive masterfund sector growth....

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Financial planning

The Bennelong Kardinia Capital Absolute Return fund has lowered its initial investment amount for retail investors to $20,000 and moved to provide daily liquidity....

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Top 100

ClearView has picked up gold for its LifeSolutions Business Expense in the 2013 Money Management/DEXX&R Business Overhead product category. ...

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Financial planning

Platforms, financial advisers and clients alike are about to be swept along by the impact of technological innovation on platforms, as Kelly Power explains. ...

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Rate the raters

If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...

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People & Products

Godfrey Pembroke head of planning business moves to bank role and replaced with MLC executive....

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Editorial

Count Financial’s Michael Beer has been awarded this year’s BlackRock/PortfolioConstruction Forum Scholarship for the CIMA designation. ...

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Financial planning

BT Financial Group announced this week that it had received APRA approval for its MySuper licences and would launch actively-managed "lifestage" funds as its MySuper solu...

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Financial planning

The FOFA legislation once heralded was a long time coming – and with its implementation date has also arrived a raft of questions as to how parts of the legislation will ...

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Financial planning

Two large banks have told the PJC that they do not impose sales targets on their financial planners, but revenue targets and adviser bonus structures are still in place....

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Top 100

While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...

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Superannuation

Can the ATO access a taxpayer’s superannuation when bankruptcy looms? David Oon and Bryce Figot explore this matter further....

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Editorial

Responsible investment hasn’t exactly taken off in the planner space despite the advent of cheaper products and easier access. Bela Moore reports. ...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 17 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 21 hours ago