BT

Superannuation

Will 2013 be the defining year for self-managed super funds? Bryan Ashenden's policy overview discusses the implications for advisers....

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Financial planning

Westpac’s BT has launched a new brand campaign aimed at creating greater awareness of the company and what it does....

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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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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 5 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

6 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

5 days 4 hours ago