AMP FINANCIAL PLANNING

Financial planning

The Top 100 Dealers Survey is punctuated by the moves of dealer groups, which are often the result of large wallets and large deals. SIMON SEGAL looks at what went down b...

People & Products

THE general manager of ING’s now defunct AustAdvisers dealer group, Neil MacDonald, has left the group to join rival AMP....

Financial planning

BT Funds Management will face even further scrutiny of its acquisition by Westpac, with Australia’s major financial planning dealerships reviewing whether to pull their i...

Financial planning

There is a saying that old advisers never die, they just re-write their life insurance policies....

Financial planning

The subtle changes currently being made to the Hillross/AMP model reflects a repositioning of the value propositions of both businesses. GEORGE LIONDIS reports on what is...

Financial planning

AMP has added to the number of groups offering back-office solutions to financial planners with the launch of a dealer group backoffice support service....

Financial planning

Financial services giant AMP will acquire PricewaterhouseCoopers’ financial planning division for an undisclosed amount, growing the business by 23 financial planners and...

Financial planning

InvestmentLink has expanded its services with the roll out of its transaction processing service for retail managed funds, only one day after the Australian Stock Exchang...

Life/Risk

The crisis in professional indemnity insurance which has engulfed many professions in recent weeks has hit home for financial planners, with at least two more groups refu...

Financial planning

Up to six industry organisations, including a number of fund mangers, have expressed an interest in buying van Eyk research, van Eyk managing director Stephen van Eyk has...

Financial planning

William M Mercer has bounced back from yesterday’s deal collapse with van Eyk Research, continuing its push into the retail financial services market by signing a consult...

Financial planning

Australia’s largest dealer group is preparing to link practice management directly to financial rewards. GEORGE LIONDIS reports on what could be a revolution in adviser r...

Financial planning

Australia’s largest financial planning dealer group, AMP Financial Planning, is predicting extensive amalgamations within its network of financial planning firms as part ...

Financial planning

The influence of large scale financial institutions in the financial advice market shows no signs of abating. GEORGE LIONDIS reports on Money Management’s second annual l...

Accounting

One of the two peak accountancy bodies, CPA Australia, has stated it is looking at securing its own unrestricted financial services licence in a bid to support members mo...

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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 ago

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

3 weeks 5 days 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. ...

6 days 4 hours 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 day 19 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...

1 day ago