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BT
Policy & Regulation
BT Advice has revealed how much in money and human resources it spent on FOFA preparations....
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). ...
Financial planning
BT’s Bryan Ashenden explains why the best interest duty is in everyone’s best interests....
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...
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....
Financial planning
BT Select has confirmed its continued growth but acknowledges careful due diligence on the AFS practices it recruited. ...
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. ...
Financial planning
BT Financial Group extends to 150 the number of funds under capital protection product....
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....
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. ...
Financial planning
Australian Financial Services ends its run as licence cancelled under voluntary administration....
Superannuation
New white paper points to planning opportunities and a problematic vertically-integrated model....
Editorial
BT Financial Group’s performance has helped drive a solid first-half performance for Westpac....
Financial planning
Speculation surrounding the future of the Australian Financial Services (AFS) Group has increased amid questions about its ability to provide professional indemnity (PI) ...
Financial planning
End of financial year is always a busy period for financial planners, but it also represents a big client engagement opportunity, writes Janine Mace....
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...