DEALER GROUP

Financial planning

Ipac Securities has signed another financial planning practice through its unique equity partnering program, bringing the number of practices that have joined the financi...

Financial planning

Westpac Financial Planning’s advisers will target the over-55 demographic in a concerted effort to capitalise on the proposed superannuation concessions stemming from las...

Financial planning

Australia’s largest financial planning group, Professional Investment Services, has signed a deal with Skandia that gives the dealer group the green light to provide weal...

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Financial planning

South Australian-based MGF Consulting Group has launched a new business aimed at accommodating independent financial advisers who believe they are not receiving enough su...

Financial planning

AAA Financial Intelligence, formerly AAA Financial Group, has revealed it is looking to form up to five other strategic alliances as a means to gain greater critical mass...

Financial planning

Financial Services Partners has undertaken a new marketing exercise to strengthen its brand aimed at rewarding the top clients of its advisers through the provision of a ...

Financial planning

Meritum Financial Group has snared two long term Winchcombe Carson adviser practices in Melbourne....

Financial planning

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Financial planning

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Financial planning

Bridges has bought the financial planning arm of three Sydney-based credit unions for an undisclosed sum....

Financial planning

The Commonwealth Bank-owned dealer group Financial Wisdom has enhanced the support function for its authorised representatives as part of the new remuneration model it im...

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Financial planning

Financial advisers pose a considerable cost to their dealer group, with the average revenue they generate equating to a $5,000 cost per advisory business, according to re...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 1 hour ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago