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DEALER GROUP
Financial planning
Garrisons managing director Kim White has announced his resignation from the group and with Synergy managing director Jim McKay moving into the role on an acting basis....
Financial planning
John Wilkinson discovers there is a whole lot of rebating going on between platforms and dealer groups – but many platforms are shy about revealing the exact nature of th...
Financial planning
Financial planning dealer group Associated Planners Financial Services (APFS) announced today, in what will be an industry first, its intentions to turn its back on soft ...
Financial planning
Dealer groups don’t just happen, they evolve. John Wilkinson reports....
Financial planning
The perception that planners are doing it tough has been confirmed by this year’s funds under advice per planner figures. John Wilkinson reports....
Top 100
The boutiques may not have been the fastest movers over the past 12 months, but the Top 100 shows that most have managed to sustain respectable growth in terms of client ...
Financial planning
Associated Planners Financial Services (APFS) is set to take 30 per cent strategic stakes in as many as 50 of its 100 affiliated adviser practices over the next 18 months...
Financial planning
Financial planning dealer group Mawson Securities has signed up 50 life advisers into its fledgling second dealer group, Aurora Financial Planning, which offers financial...
Financial planning
Q: We are a dealer group (licensee) that has transitioned pursuant to the Financial Services Reform (FSR) regime and are now assessing our client risk management procedur...
Financial planning
Melbourne-based dealer group Glenhurst Corporation will embark on an aggressive expansion push over the next 12-18 months by hiring up to a dozen new planners to service ...
Financial planning
Over the past year, the Tower group has redirected its overall strategy and returned its focus to the risk end of the market. Lucie Beaman looks at what this means for th...
Financial planning
Financial services software provider FinTech has launched a new version of its financial planning software allowing a dealer group to control the back-office functions us...
Financial planning
AXA has unveiled plans to centralise its nationwide paraplanner operations in Melbourne by the end of the year with its non-Victoria based staff being offered the chance ...
Financial planning
The introduction of Financial Services Reform (FSR) legislation seems to be frightening many advisers – but life advisers appear to be particularly concerned. John Wilkin...
Financial planning
AXA expects to lose over 120 advisers from its dealer groups as a result of Policy Statement 146 requirements and the introduction of raised education and compliance stan...
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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...