DEALER GROUP

Financial planning

Former Australian Financial Services chief executive Peter Daly will step into the top job at the newly formed Beacon Financial Group following the pending merger of The ...

image
Financial planning

The financial advice industry is mourning the loss of Synchron founder and director Paul Riegelhuth, who died late last week after an accident at his home on Sunday 28 Ap...

image
Financial planning

AllMyFunds Technology has acquired financial services technology provider InvestmentLink in a move to bolster its scaled advice offering....

image
Financial planning

Count adds new firms to its network while delivering on platform fee reductions, a shorter SOA and new fee disclosure arrangements....

image
Financial planning

The desertion of key planning practices and consequent revenue pressures have forced AFS to enter voluntary administration....

image
Financial planning

It was hard for Tim Steele to leave AMP Horizons – a business he developed as part of the group – but he tells Money Management he is excited about the opportunity to lea...

image
People & Products

Suncorp-owned dealer group Guardian Advice has made a number of senior appointments including Mark Kevin as NSW/ACT state manager....

image
Editorial

Mike Taylor explains the writing was on the wall long before the announcement of a number of practices leaving the AFS Group....

image
Financial planning

PIS CEO Pete Walther is stepping down after 18 months with the company....

image
Financial planning

Centrepoint Alliance managing director Tony Robinson departs the business and will be replaced by John De Zwart....

image
People & Products

Former Commonwealth Financial Planning executive manager, Nathan Stanton, will head up Western Pacific Financial Group - a dealer group owned by SFG Australia....

image
Financial planning

Research company Tepana Financial Indices has entered into a partnership with My Dealer Group to launch what it is describing as a suite of indices to provide licensees w...

image
Financial planning

AMP-owned dealer group ipac is is looking to further tap into the accumulator client segment by building advice capabilities to support this market. ...

image
Financial planning

Industry commentators claim low-cost dealer groups could be an accident waiting to happen....

image
Financial planning

More than a dozen AFS practices have left the dealer group, with eight migrating to ANZ with others understood to have gone to BT and InFocus....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 day 9 hours ago

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

2 weeks 6 days ago

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

3 weeks 6 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....

2 weeks 1 day ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

8 hours ago

Professional services group AZ NGA has made its first acquisition since announcing a $240 million strategic partnership with US manager Oaktree Capital Management in Sept...

1 day 13 hours ago