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DEALER GROUP
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
Australian Unity Personal Financial Services has emerged as Money Management's 2012 Institutional Dealer Group of the Year, while Dixon Advisory Services has been named t...
Financial planning
Insurance-based dealer group Ausure selects simpleWRAP as preferred platform for high net worths....
Financial planning
Premium Wealth Management has this week launched an enhanced service for member planners - the next phase of its succession planning program 'Succession Ready'; The Premi...
Financial planning
Premium Wealth Management is set to launch an add-on to its succession planning strategy called the Safety Net, which would be of particular value to smaller advice firms...
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
A Melbourne-based financial adviser has hit a hurdle in his purchase of a large book of clients, with two of the fund managers involved in the purchase requesting confirm...
Financial planning
Rather than getting hung-up on fees, planners should focus on providing sound financial advice and adding value, says Custom Wealth Solutions chief executive Chris Appley...
Financial planning
ClearView Wealth has recruited six new financial planning practices in July, bringing the total number of advisers in the dealer group to 78....
Accounting
Dealer group My Adviser has announced the launch of a specialist package for accountants, which it claims will go beyond the proposed legislation....
Financial planning
RI Advice has added to its stable following the merger of Tasmanian risk practice Coles Financial Group with a local RI franchise....
Financial planning
Many planners would like to retire, but their succession plans are being disrupted because dealer groups only want to preserve funds under advice, says Kenyon Partners ch...
Financial planning
The extent of the current dealer group turf war has been revealed by new Wealth Insights research revealing around 44 per cent of the financial planners surveyed had been...
Financial planning
Peter Daly said he was somewhat surprised and 'deeply disappointed' as he departs his role as chief executive and managing director of the Australian Financial Services G...
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MARKET INSIGHTS
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...