BT

Financial planning

Lower-cost and flexible pricing models have been the most successful elements in driving planners’ satisfaction with investment platforms, according to a new report by In...

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Financial planning

BT Financial Group will refund some of its BT Wrap and BT SuperWrap customers after it was discovered they had been paying adviser fees above that of disclosed percentage...

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Policy & Regulation

BT Advice has revealed how much in money and human resources it spent on FOFA preparations....

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Funds management

Masterfunds have continued to grow in size, ending the year to March 31 with nearly half a trillion dollars in funds under management (FUM). ...

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Financial planning

BT’s Bryan Ashenden explains why the best interest duty is in everyone’s best interests....

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Financial planning

It was not a formal valedictory but Financial Services Minister, Bill Shorten, used an FSC function to thank those involved in the FOFA and financial services policy chan...

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Funds management

The retail managed funds sector has grown 4.5 per cent in the March quarter; however the “sell in May and go away” syndrome may plague Australian markets later this year....

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Financial planning

BT Select has confirmed its continued growth but acknowledges careful due diligence on the AFS practices it recruited. ...

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Financial planning

New research shows only one in 10 industry super fund members use their fund’s financial planning services due to lack of interest and awareness. ...

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Financial planning

BT Financial Group extends to 150 the number of funds under capital protection product....

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Editorial

Many advisers feel it’s time the investment train pulled away from the platform, but what sort of ride are they in for? Benjamin Levy reports....

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Editorial

As it has become clearer how much capability is needed to comply with the FOFA reforms, advisers have turned to platforms to do most of heavy lifting. ...

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Financial planning

Australian Financial Services ends its run as licence cancelled under voluntary administration....

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Superannuation

New white paper points to planning opportunities and a problematic vertically-integrated model....

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Editorial

BT Financial Group’s performance has helped drive a solid first-half performance for Westpac....

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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 19 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 23 hours ago