BT

Financial planning

Financial planning groups are restructuring salary models to make sure their planners are rewarded after the ban on commissions officially comes in on 1 July 2013....

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Superannuation

MySuper may be the factor which sees retail funds beat industry funds on price....

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Financial planning

The Legg Mason Australian Real Income Fund has been added to the BT Wrap platform....

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Financial planning

Financial planners and their clients have to supplant platform providers and fund managers as the price setters in the advice equation, according to Colonial First State ...

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Top 100

Many significant players in the dealer group sector have reduced their financial planner numbers, though the industry remains optimistic....

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Top 100

Consolidation is changing the face of the financial planning dealer group sector before our eyes, while small-to-medium players continue to struggle....

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Financial planning

Securitor's Matt Englund urges financial planners to make FOFA irrelevant by having the correct systems in place....

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Funds management

SFG Australia launches new managed discretionary account products into allied groups - Shadforth, Outlook and Western Pacific....

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Editorial

Mike Taylor asks whether the formation of BT Select and the continuing competition between BT and Count Financial reflect the end of the current dealer group model....

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Financial planning

BT Financial Group has appointed Zenith Investment Partners as its sole external research provider, with the contract set to commence on 1 October 2012....

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Funds management

There was little change for the masterfunds sector over the year to March 2012, down by just 0.3 per cent, or $1.4 billion, to $433.1 billion....

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Financial planning

BT's Mark Spiers says a letter from Count Financial CEO David Lane to Securitor and Magnitude advisers actually belittles the important role advisers play....

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Financial planning

Westpac/BT has outlined its new financial planning approach via BT Select while Count has moved to offer Securitor planners an alternative....

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Financial planning

Count chief executive David Lane has opened the door to Securitor planners he believes are feeling disenfranchised by the high sums paid to Count defectors....

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Financial planning

AMP Capital has picked up a key fixed income mandate from BT Financial Group and Advance....

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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 7 hours 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 11 hours ago