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Editorial

Responsible investment – what are you waiting for?

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

Financial planning

Low-cost platforms a hit with planners

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...

Financial planning

BT to refund wrap customers after overcharging error

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...

Policy & Regulation

BT reveals its FOFA costs

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

Funds management

Masterfunds’ growth highest in three years

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

Financial planning

Why the best interest duty is in our best interests

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

Financial planning

Shorten says thanks to FOFA players

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...

Funds management

Uptick in managed funds growth may come undone

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....

Financial planning

BT Select careful in recruiting AFS practices

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

Financial planning

Super fund advice take-up low

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. ...

Financial planning

BT expands funds under Wrap Capital Protection

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

Editorial

Have platforms reached their use-by date?

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....

Editorial

Advisers turn to platforms for FOFA compliance

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. ...