AMP FINANCIAL PLANNING

Superannuation

AMP pushes further into SMSF sector with upgraded Ascend service....

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Superannuation

AMP has launched a new version of its Ascend SMSF service, which will be rolled out to its entire financial advice network over the second half of 2012....

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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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Funds management

AMP-aligned dealer groups appear to have faced a tough period, with all bar one reporting negative cash-flows in the first quarter of 2012....

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People & Products

Wealth management group Equiti Private Wealth announced it has appointed two senior financial advisers in Gregory Fuzi and Peter Sheather....

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Financial planning

AMP is helping AXA Financial Planning practices transition away from the AXA branding, a process which must be completed by March 2013....

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Financial planning

Having completed a rebranding and a strategic repositioning, Guardian Advice enters 2012 with an ambitious plan to expand its financial adviser base over the next three y...

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Financial planning

Major platform providers across the industry are now moving away from a heavy period of platform consolidation to focus on developing and upgrading the remaining products...

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Financial planning

Key AMP financial planning groups have retained Sequential Project Services to help them with regulatory changes stemming from the Government's upcoming Future of Financi...

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People & Products

AMP Financial Services has revealed the final shape of executive structure after blending both AMP and AXA personnel....

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Financial planning

Melbourne-based AMP practice, Eluvia has launched a debt and gearing program for clients....

Financial planning

Despite moves in the industry to remove perceived conflicts of interest, questions still remain about 'buyer of last resort' (BOLR) contracts between dealer groups and th...

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Top 100

AMP Financial Planning, Australia’s largest dealer group, is Money Management’s Institutional Dealer Group of the Year. ...

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Top 100

As dealer groups prepare for the new regulatory environment, Benjamin Levy explains the story behind the results of the Top 100 Dealer Groups Survey....

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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 3 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 17 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...

21 hours 53 minutes ago