AMP FINANCIAL PLANNING

Financial planning

With increased volatility, there have been many changes in the dealer group space, both in terms of adviser numbers and funds under advice. Angela Welsh reports on events...

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Financial planning

ClearView and AMP Financial Planning have taken out Money Management's 2011 Dealer Group of the Year Awards....

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Financial planning

Mid-tier dealer groups have turned in a mixed performance over the last 12 months as some grew faster than the more established players in the market, while others have l...

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Financial planning

AMP Limited has integrated the business teams of AXA/AMP Financial Services and AMP Capital Investors in a move it says will intensify the company's customer and external...

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Financial planning

AMP has officially launched its scaled advice service, My Money Choices, which has been developed based on research and in consultation with AMP planners....

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People & Products

BT's Licensee Select has appointed Simon Dutton to the role of manager, operations and service delivery. ...

Financial planning

Education has become a buzzword in the financial services industry. Angela Faherty takes a look at what the industry is doing to improve standards. ...

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People & Products

Dealer group Professional Investment Services (PIS) has added industry veteran Barry Strapps to its senior ranks, appointing him as new practice development manager....

People & Products

Former AMP Financial Planning business partnership manager, Jim Ivester, has moved to the Australian Financial Services (AFS) Group as regional manager for Western Austra...

Editorial

Money Management's Top 100 Dealer Groups survey reveals research house Lonsec has surged ahead of its competitors over the past year, taking the long-held industry-leadin...

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People & Products

AMP-owned dealer group Hillross Financial Services has boosted regionalised support for its network of advisers, appointing 12 new senior managers across the country....

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Policy & Regulation

Russell Investments has launched a practice management program that aims to help Australian advisers enhance their advice model and increase practice revenue....

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People & Products

BlackRock has announced several appointments aimed at strengthening its relationship building with retail clients and research gatekeepers....

Financial planning

Count Financial has strengthened its capacity on research and APL development with a senior appointment....

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Financial planning

Macquarie Private Wealth's Eric Schimpf says a client-centered approach has paid off for Macquarie Equities despite the challenging environment....

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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 5 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 20 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