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BT Panorama to remove historical individual fee deals

BT Panorama to remove historical individual fee deals

BT Panorama has signalled significant changes to its fees menu including closing out historical individual free arrangements.
Yeah, nah on prodigal advisers

Yeah, nah on prodigal advisers

New analysis of the Financial Adviser Register has confirmed just how many advisers exit the profession only to re-enter.
FAAA urges reversal of ASIC’s approach on intrafund advice

FAAA urges reversal of ASIC’s approach on intrafund advice

The FAAA does not want superannuation funds delivering complex retirement planning advice and wants transparency on intra fund advice costs.

Retirement advice complexity = cost

Mike Taylor 8 May 2025 3 Comments

The pain point for the new DBFO legislation was always going to be at the intersection between intra-fund and comprehensive advice.

AI financial planning

AI making deep inroads in planning sector despite concerns

Patrick Buncsi 8 May 2025 No Comments

AI technologies are seeing unprecedented uptake within the financial planning sector, despite ongoing security and accuracy concerns

Platform upgrade

GBST flags GenAI integration in latest WealthConnect upgrade cycle

Patrick Buncsi 8 May 2025 No Comments

GBST has announced key enhancements to its WealthConnect advice platform, with plans to embed advanced AI features within the year.

Senior leadership appointment

Sequoia recruits Daryl Stout to advice role

Staff Writer 8 May 2025 No Comments

Publicly-listed Sequoia has recruited former AMP Advice executive, Daryl Stout, as Head of Licensee and Adviser Services.

Investors holding firm despite geopolitical risk

FAAA seeks to limit super involvement in retirement planning

Mike Taylor 7 May 2025 7 Comments

The FAAA says retirement planning advice is complex and should be provided by super funds on a collectively charged basis.

Wish list

Returned Govt urged to help grow adviser numbers

Mike Taylor 6 May 2025 2 Comments

Growing the number of professional financial advisers by lowering barriers to entry has been listed as a priority for the new Government.

First Sentier extends services deal with Northern Trust

Padua Solutions seals advicetech deal with boutique AFSL

Yasmine Raso 6 May 2025 No Comments

Padua Solutions and Finchley & Kent have partnered to provide Finchley’s advisers with access to Padua’s tech-enabled advice solutions.


INDUSTRY NEWS

Trump and the great rebalancing

Financial Newswire Contributor 1 May 2025

Industry News

No Comments

Podcast: Chris Wallis believes this volatility is part of a global movement of capital out of an over-invested US, creating opportunity for investors.

Protect their futures. Grow your business. 

Financial Newswire Contributor 1 March 2025

Industry News

No Comments

By combining MLC Life Insurance’s 138-year history with the support of Nippon Life, Acenda will continue to offer competitive and innovative cover.

Duration’s comeback: A better friend for income and credit

Financial Newswire Contributor 8 April 2025

Industry News

No Comments

We think it is time for income and credit investors to accept duration back into the friend circle…

Trade, tariffs, and the market response

Financial Newswire Contributor 21 April 2025

Industry News

No Comments

Global markets have been rattled following proposed tariff implementations. Fidelity experts weigh in across asset classes and lay out their thinking


Filter

Money bag balanced against home

AMP Bank launches retirement-friendly home loan

Yasmine Raso | 6 May 2025AMP Bank has unveiled its latest home loan product as a retirement-friendly and flexible option, offering increased control over cashflow.
Parliament House

Real work needed in wake of election

Mike Taylor | 5 May 2025With Saturday's Federal Election outcome the task for the financial planning groups will be to get a new minister to deal with old problems.
Arrows miss target

DBFO tranche 2 falls well short – TAA

Mike Taylor | 2 May 2025The Govt's exposure draft of the DBFO 2nd tranche legislation has fallen flat with the TAA saying it provides little incentive to change.
Election note

It’s election eve. Brace for disappointment

Mike Taylor | 2 May 2025Mike Taylor writes that after decades of political let downs, financial advisers should brace themselves for disappointment on Saturday.
Opt out

Don’t collectively bill fund members who receive external advice

Mike Taylor | 1 May 2025Super fund members who use an external adviser should be able to opt out of being collectively charged for fund-delivered advice says SIAA.
Alternatives

Escala debuts all-in-one platform to simplify alts investments

Patrick Buncsi | 30 April 2025Escala Partners has launched a new end-to-end investment platform designed to streamline clients’ access to alternatives investments.
New app launch

Fiducian launches first client-facing mobile app

Patrick Buncsi | 30 April 2025Australian advicetech developer Fiducian Group has released its first mobile investment portfolio overview app.
Male figure steps into gap

Link Wealth develops school program to address financial literacy gap

Yasmine Raso | 30 April 2025To address the financial advice sector's talent shortage and the financial literacy gap, Link Wealth has developed a new school program.