BT

Financial planning

The replacement of outgoing Financial Planning Association CEO Jo-Anne Bloch by Godfrey Pembroke chief Mark Rantall attracted criticism from some quarters of the industry...

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Financial planning

Investment markets have fluctuated in sync with media headlines over the past year, resulting in a flat performance for the retail managed fund sector....

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Financial planning

A statement calling for new policies to help encourage the private sector to invest in climate change has been signed by 259 investment managers globally – includin...

Financial planning

Several BTIM funds will hold their Standard & Poor’s ratings despite a reshuffle among the portfolio managers, S&P has announced....

Financial planning

BT Wrap has whittled down its lengthy disclosure documents to 20 pages....

Editorial

As a political debate rages around the power of the major banks, Mike Taylor writes that far more is at stake than just home loan interest rates....

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Financial planning

Concerns have been raised about the nature of the professional development being delivered to advisers at dealer group conferences....

Financial planning

Matrix Planning Solutions has added new generation platform Hub 24 to existing arrangements with Wespac’s BT Wrap and ANZ’s Oasis....

Financial planning

Count Financial may soon have an all new back-office; with investment research, platform, and advice software contracts all currently under review at the big listed deale...

Financial planning

Too much is being paid for financial planning practices that Shadforth Financial Group feels may not retain their value....

Financial planning

Colonial First Choice has emerged at Australia’s largest investment platform by market share and funds under administration....

Funds management

Lonsec’s latest sector review of Australian and global equity SRI funds questions the motivations of some fund managers signing up to the United Nations Principles ...

Funds management

It costs anywhere between $30 million and $100 million to establish a retail investment platform and the ACCC believes no new players will be ready to ante up – par...

People & Products

Craig Lawrenson has been named the new head of Asgard....

Editorial

Mike Taylor writes that the ACCC's initial veto of NAB's proposed takeover of AXA Asia Pacific failed to acknowledge the most important factor: bank dominance....

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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...

4 weeks 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 1 week 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 5 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. ...

1 week 1 day 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...

1 week ago