POWERED BY MOMENTUM MEDIA
DEALER GROUP
Financial planning
Single-office Australian Financial Services Licensees that design and deliver their service in line with best advice objectives will be successful in the future, accordin...
Financial planning
Legal costs in appeal set to consume client payment despite ruling in their favour. ...
Financial planning
Specialist broker claims merged planning/accounting firms represent better value....
Financial planning
Risk-focused dealer group Synchron is strongly considering going to the Australian Competition and Consumer Commission (ACCC) over a particular dealer group charging advi...
Editorial
There are suggestions that ASIC may have concerns about “transition” and “retention” payments made to financial planning principals, and as Mike Taylor reports, perceptio...
Financial planning
ASIC is aware of the payment of sign-on bonuses but has yet to signal any specific action. ...
Financial planning
A dealer group head says he lost three practices to a cheque-book in the last 18 months, but all three have expressed a wish to come back....
Financial planning
PIS owner Centrepoint Alliance expands suite of companies with completion of purchase of Associated Advisory Practices....
Financial planning
Dealer group heads deny playing a numbers game and admit to turning away some planners....
Editorial
Financial advisers should beware dealer groups that promise them the world during the courtship phase but fail to deliver once the marriage contract is signed, writes Ann...
Financial planning
Bank executive confirms impact of grandfathering on practice funding. ...
Financial planning
Moving licensees or client books should not trigger an automatic loss of grandfathered revenue, according to financial services lawyer. ...
Financial planning
Financial advisers looking to join a dealer group need to make sure those groups can deliver on their promises, according to My Dealer Group founder Anne Fuchs....
Financial planning
AFSL service providers My Dealer Services and Libertas Solutions have partnered to launch a build-your-own-dealer-group type service into the market....
Life/Risk
Licensees using PI insurance to stop free movement of advisers to competitors....
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...