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BT
Financial planning
IOOF chief executive, Renato Mota, has downplayed the impacts of advisers who have exited....
Superannuation
The major banks may have exited wealth management but there are good reasons why some remain involved in the delivery of superannuation products....
Financial planning
With COVID-19 mostly under control in Australia, retirees are again looking to realise their plans to downsize their principal homes, according to BT....
Superannuation
New data has emerged suggesting as many as 5% of early release superannuation applicants entirely emptied their accounts while just 10 superannuation funds paid around 68...
Financial planning
IOOF and BT have ended their platform arrangements, with HUB24 emerging the winner. ...
Financial planning
Financial advisers have expressed consternation that Asgard has signaled that it will be turning off one-off adviser fees on MySuper accounts. ...
Superannuation
When the Government’s early release superannuation scheme comes to an end, 10 funds will have made over 60% of the payments, most of them being industry funds....
Features
There is no lack of competition between licensees to attract good financial planning businesses, but Mike Taylor writes, the days of the deep pockets of the big banks are...
Financial planning
Some $3.5 trillion is expected to be passed onto the millennial generation over the next 20 years and will be a new client pipeline for advisers, according to BT. ...
Financial planning
Financial advice needed to focus on improving the value of advice, rather than focusing solely on the cost, according to a panel....
Funds management
The top-performing fund when comparing the smallest and largest active global equity funds was a $1.2 million sized fund returning 44.35% since the start of 2020, accordi...
Superannuation
BT has detailed its Panorama superannuation pricing to a key parliamentary committee. ...
Financial planning
Advisers are asking the most questions about JobKeeper rules for both their clients and for their own businesses, according to BT....
Funds management
Equity, bond and multi-asset sectors all saw high volumes of 1 Crown-rated funds in the latest FE fundinfo Crown Ratings rebalance. ...
Financial planning
Westpac has said it will not be defending ASIC charges against BT Funds Management and Asgard over fee for no service and has apologised to those affected....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...