POWERED BY MOMENTUM MEDIA
BT
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....
Financial planning
The desertion of key planning practices and consequent revenue pressures have forced AFS to enter voluntary administration....
Superannuation
BT chief Brad Cooper warns on impacts of short term policy on super....
Editorial
Mike Taylor explains the writing was on the wall long before the announcement of a number of practices leaving the AFS Group....
Financial planning
More than a dozen AFS practices have left the dealer group, with eight migrating to ANZ with others understood to have gone to BT and InFocus....
Financial planning
A general consensus has emerged that many dealer groups will have to change commercial models as a result of the new conflicted remuneration rules....
Superannuation
With constant regulatory change impacting on the superannuation sector, financial planners are finding it difficult to focus on clients’ retirement needs, writes Bela Moo...
Life/Risk
A group of financial advisers has taken to social media to raise concerns that insurance comparison website Choosi is misrepresenting its services to clients and leading ...
Editorial
With scores of financial planners changing dealer groups, Mike Taylor writes that it is important for those doing the recruiting to undertake the necessary due diligence ...
Life/Risk
We can buy everything online – clothes, shoes, cars, holidays – so it is only natural that the direct life insurance channel is becoming part of the online tsunami. How t...
Policy & Regulation
The dawning realisation that grandfathering arrangements may be put in jeopardy is likely to create a spike in the number of planners changing dealer groups before 30 Jun...
Financial planning
The concept of ‘values-based financial planning' fits in perfectly with spirit of the Future of Financial Advice (FOFA) reforms, according to American financial planning ...
Financial planning
BT's Australian Financial Health Index has shown many Australians are living hand-to-mouth and are unsure of how to fulfill their desire to save more....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...