BT

Financial planning

Premium Wealth Management has entered into a deal with Bronny Speed and Angus McLeod's AdviceIQ partners to access the AFSL underpinning PortfolioIQ....

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Editorial

Mike Taylor writes that FOFA is already beginning to change the shape and texture of the financial planning industry – something likely to be reflected in a rash of annou...

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Financial planning

The news that ANZ licensee RI Advice plans to voluntarily disclose commissions in its annual fee disclosure statements has put the spotlight on other dealer groups' plans...

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People & Products

Melissa Crawford has joined dealer group Securitor as national manager, insurance....

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Funds management

In its latest financial report, BT Investment Management has reported net outflows of $700 million to end the December quarter at $34.7 billion in total funds under manag...

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Life/Risk

Risk premium inflows and sales have once again achieved double-digit growth, with TAL and CommInsure emerging as success stories of 2012, according to Plan for Life figur...

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Editorial

The launch of a national curriculum for financial planning degrees by the Financial Planning Education Council was a major win for the industry in 2012....

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Editorial

Plan B's Andrew Black could be forgiven for thinking he is being followed by IOOF in the wake of its acquisition of the dealer group....

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Financial planning

With one-stop-shop and non-aligned dealer group Yellow Brick Road recently announcing plans to recruit wealth professionals disenchanted with the institutional environmen...

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Editorial

As the planning industry considers ASIC’s consultation paper on conflicted remuneration, Paragem's Ian Knox argues that the spoils will likely go to those with the most t...

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People & Products

Franklin Templeton Investments has appointed Matthew Hattersley as northern region - key account manager, the company's sixth strategic hire to its retail business in the...

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Accounting

The Accounting Professional and Ethical Standards Board (APESB) has indicated the APES 230 standards will not force planners to move clients out of insurance contracts th...

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Financial planning

Whilst huge winds of change batter the investment and regulatory environment, a fundamental shift in the way consumers interact with technology is altering the nature of ...

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Funds management

BT Financial Group has launched a new product aimed at risk-averse clients that guarantees a 'minimum outcome' at the end of an agreed term....

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People & Products

Former BT Financial head of Licensee Select David Hunt has been appointed manager, northern region at RI Advice Group....

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GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

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The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

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Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

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