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...
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...
BT Advice has revealed how much in money and human resources it spent on FOFA preparations....
Masterfunds have continued to grow in size, ending the year to March 31 with nearly half a trillion dollars in funds under management (FUM). ...
BT’s Bryan Ashenden explains why the best interest duty is in everyone’s best interests....
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...
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....
BT Select has confirmed its continued growth but acknowledges careful due diligence on the AFS practices it recruited. ...
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. ...
BT Financial Group extends to 150 the number of funds under capital protection product....
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....
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. ...
Australian Financial Services ends its run as licence cancelled under voluntary administration....
New white paper points to planning opportunities and a problematic vertically-integrated model....
BT Financial Group’s performance has helped drive a solid first-half performance for Westpac....
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....