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Financial planning
Concerns have been raised about the ever-shrinking independent dealer group sector and the potential impacts on the advice provided to clients in the future....
Policy & Regulation
Opposition spokesman on Financial Services Mathias Cormann has suggested the dealer group consolidation being driven by FOFA reforms is not entirely unintentional....
Editorial
Money Management’s Top 100 Dealer Group data has underscored the re-emergence of institutions as the dominant force in Australian financial planning....
Top 100
Many significant players in the dealer group sector have reduced their financial planner numbers, though the industry remains optimistic....
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....
Financial planning
Financial advisers need to view scaled advice as an ongoing opportunity rather than a threat to their business model, according to Provisio Technologies director Cameron ...
Editorial
Mike Taylor asks whether the formation of BT Select and the continuing competition between BT and Count Financial reflect the end of the current dealer group model....
Financial planning
Following a number of staff departures since the start of the year, accounting firm WHK Group has made changes to its management structure....
Funds management
There was little change for the masterfunds sector over the year to March 2012, down by just 0.3 per cent, or $1.4 billion, to $433.1 billion....
Financial planning
BT's Mark Spiers says a letter from Count Financial CEO David Lane to Securitor and Magnitude advisers actually belittles the important role advisers play....
Financial planning
Australian lenders are fighting harder to attract new customers by way of reducing fees or dropping them altogether, according to a new study by financial comparison webs...
Editorial
Mike Taylor writes that the existence of large payments and the perception that a sales culture continues to exist in the financial planning space represents a dangerous ...
Financial planning
Count Financial added 24 authorised representatives and nine financial planning practices to its network in June....
People & Products
Former Commonwealth Bank executive general manager David Hancock has signed on with Firstfolio as its new chief executive....
Financial planning
Consumer satisfaction with the big four banks has once again fallen while building societies and credit unions continue to maintain a clear lead, according to Roy Morgan ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...