MIKE TAYLOR reports on the winners of the Money Management/CoreData Dealer Group of the Year 2009....
More financial planners than ever work under a dealer group model – and groups that have experienced a dip in planner numbers plan to reverse that trend....
It says something about the health of the Australian financial planning industry that Money Management’s 2009 Top 100 Dealer Groups survey has revealed that despite the i...
Macquarie Equities has taken top honours in the 2009 Money Management/CoreData Dealer Group of the Year awards, while Commonwealth Financial Planning has been named the l...
The dealer group has launched a new 'self-employed' model in which planners have management rights over their businesses, but not overall ownership of clients, a model Ti...
In an environment where financial planners are under increasing pressure to justify to clients their fees and commissions, the pricing model employed by Commonwealth Fina...
New research commissioned by the Commonwealth Bank suggests that baby boomers are not being unduly spooked by the global financial crisis but are likely to stay longer in...
Evidence of a flight to security....
An increasing number of financial planning clients are leaving boutiques for the security of the bank financial planning model, according to Commonwealth Financial Planni...
Makes move into structured investments....
Wealth management briefing reflects strong track record....
Market volatility causes boomers to engage....
Will be responsible for shaping strategic approaches....
Nearly half of the women aged 45 to 64 are investing in assets over and above their super to save for their retirement, according to a survey by Commonwealth Financial Pl...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...