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DEALER GROUP
Accounting
Count Financial is preparing to launch a new accounting brand, a new direct share service, has overhauled its member incentive plan, and unveiled a grading system for its...
Editorial
Count Financial will announce at its annual conference today that it is offering a new software system to its aligned accountants and advisers, as well as confirming that...
Financial planning
Financial planning practices attached to the ING-owned RetireInvest dealer group will be able to benchmark their practise against that of their colleagues, following the ...
Financial planning
The departure of Grahame Evans after five years as managing director at Professional Investment Services was “perfectly timed”, according to chief executive Robbie Bennet...
Financial planning
One of the founders of the Deakin Financial Services dealer group, Murray Hills, has confirmed plans to launch a rival planning business, revealing the new venture would ...
Financial planning
Australian Financial Services will look to a series of strategic alliances to boost referrals to its network of advisers after signing an initial deal with a national mor...
Financial planning
Perth-based dealer group Western Pacific has announced plans to set up its first office in Sydney, saying the move would establish a beachhead into the country’s most luc...
Financial planning
A marriage break up and a death in the family formed part of the reason why Hobart based financial planner Brendan Moore did not give four of his clients statements of ad...
Financial planning
Capstone Financial Planning has targeted New South Wales as the next stage in its growth plans with the dealer group now holding more than $1 billion of funds under advic...
Financial planning
The recently departed founder of DKN Financial, Murray Hills, is set to poach many of the group’s 36 Western Australian advisers into his next venture....
Financial planning
Financial Planners today are happier with the level of service provided by their dealership. More specifically, they are happier with the amount of professional indemnity...
Financial planning
Total Financial Solutions Australia managing director Michael Scott says that 151 per cent growth was exactly what the board of directors had been planning for....
Financial planning
Gross revenues for Guardian Financial Planning grew by 25 per cent in 2004, and the group is aiming to repeat that performance during the coming 12 months. Revenue growth...
Financial planning
You would expect big dealer groups to dominate any list of the fastest growing businesses in financial planning where the results - like ours - are based on growth in adv...
Financial planning
The country’s largest dealer groups lost the most financial planners in 2004 and according to most of them, Financial Services Reform was to blame....
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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...