DEALER GROUP

Financial planning

ING plans to reduce its shortage of young advisers with a development program starting next April in Sydney, Melbourne and Brisbane, which it hopes will attract 20 new fi...

Financial planning

Industry Funds Services Financial Planning acknowledges that it has conflicts of interest, but it doesn’t see them as a problem....

Financial planning

A week after it opened its first office in New South Wales, Capstone Financial Planning has consolidated its presence in Queensland with the opening of a new office in th...

Financial planning

Professional Investment Services has confirmed it is in negotiations to buy a US-based financial planning group, in a move that could result in Australia’s second largest...

Financial planning

Melbourne dealer group Lonsdale Financial Group has proved that Statements of Advice (SOA) do not need to be long and complex, reducing their disclosure documents to just...

Financial planning

The venture capital arm of Perth based dealer group Western Pacific has taken minority stakes in two boutique fund managers — MMC Asset Management and Select Asset Manage...

Financial planning

The new celebrity backed dealer group launched by Professional Investment Services has set itself the ambitious target of having $10 billion under advice within five to s...

Financial planning

Just weeks after it lost two of its key executives to rival Financial Wisdom, IOOF-owned dealer group Winchombe Carson has sought to bolster its executive team....

Policy & Regulation

Bridges Financial Services has won a resounding victory in its payroll tax dispute with the NSW Government, dodging a multi-million dollar tax bill in a decision that wil...

Financial planning

A 15 planner-strong dealer group specialising in advising school teachers is the next of a recent spate of advisory businesses to badge Aviva’s Navigator platform....

Financial planning

The introduction of the Financial Services Reform Act has had a major impact on practice profitability – especially for smaller businesses that do not have the scale to e...

Financial planning

Aviva Australia and listed financial services conglomerate, Wide Bay Australia, have collectively acquired a controlling stake in a boutique Queensland dealer group, Fina...

Financial planning

Macquarie Wealth Management has signed up the first six planners for its new affiliate dealer group, Lachlan Wealth Management, luring them away from Godfrey Pembroke....

Financial planning

The final hurdle confronting Aviva’s planned purchase of a 20 per cent stake in Professional Investment Services (PIS) has been cleared, with the UK insurance giant confi...

Financial planning

The requirement under financial services reform (FSR) to audit advisers is an expensive business for the dealers and a potentially stressful one for already overworked pl...

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MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

1 hour ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

2 weeks 5 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

3 weeks 4 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

1 week 6 days ago

The Reserve Bank of Australia's latest interest rate announcement has left punters disheartened on Melbourne Cup Day....

1 week 5 days ago

The Federal Court has given a verdict on ASIC’s case against Dixon Advisory director Paul Ryan which had alleged he breached his director duties....

1 week 5 days ago