POWERED BY MOMENTUM MEDIA
DEALER GROUP
Financial planning
HUB24, the investment and superannuation platform business of Investorfirst, has added two more dealer groups to its client list....
Financial planning
Omniwealth has launched a new dealer group website aimed at promoting its best of breed services to its independent financial adviser network....
Financial planning
The Australian Financial Services (AFS) Group has bolstered its presence in Queensland, with the Brisbane-based financial planning practice Alps Network deciding to align...
Financial planning
Count chief Andrew Gale has announced his departure from the dealer group, having resigned from his roles as chief executive officer, managing director and director....
Financial planning
The financial services regulator has raised several concerns with respect to financial advice provided at the Australian Financial Services (AFS) Group, and will impose a...
Policy & Regulation
Financial planners should have to clearly disclose the remuneration models of their research providers to clients, according to research house van Eyk's submission on dra...
Policy & Regulation
Financial planners should have to clearly disclose the remuneration models of their research providers to clients, according to research house van Eyk's submission on dra...
Financial planning
Asteron-owned dealer group Guardian Financial Planning has changed its name to Guardian Advice as part of a broader rebrand, and will reposition itself as a risk-focused ...
Financial planning
Almost half of financial planners have received soft dollar benefits from businesses other than their dealer group, but only 7 per cent were given incentives valued over ...
People & Products
ClearView has added five-adviser practice Lambert Investments to its network....
Financial planning
Up to 70 per cent of financial planners have reported approaches by a rival dealer group to switch licensees in the past 12 months, according to a Midwinter survey....
Financial planning
Targeting growth in financial advice will not be the only area of focus for Plan B, according to the dealer group's newly appointed chief executive officer, Andrew Black....
Financial planning
Newly appointed regional manager Richard Liverpool will take on a dual regional and national role at Australian Financial Services Group....
Financial planning
Australian Financial Services (AFS) is reviewing its approved product list (APL) with a view to dumping unproductive or unsupported products and platforms....
Financial planning
Elders Financial Planning outlines growth ambitions as it leverages its rural connections....
Never miss the latest news and developments in wealth management industry
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...