DEALER GROUPS

Financial planning

Recent changes to the laws governing platforms, such as an increase to the net tangible asset requirement, will make it harder for dealer groups to bring platform service...

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Financial planning

As the industry moves towards a fee-for-service model, financial advisers need to better understand their service costs per client and adopt scaled advice solutions to se...

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Financial planning

Despite the largest institutions holding almost half the market share, the financial planning industry remains highly competitive, according to a report published by IBIS...

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Financial planning

Private advisory firm Lachlan Partners has selected HUB24 as its preferred platform provider....

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Financial planning

Unaligned dealer groups cannot establish in-house funds management businesses and hope to maintain their independence, according to Tupicoffs partner Neil Kendall....

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Financial planning

Darren Pettiona has resigned as chief executive of Investorfirst in order to focus on the HUB24 investment platform, the company board has announced....

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Financial planning

The trial financial advice arrangement between major planning groups and AustralianSuper is set to be strengthened with an informal breakfast aimed at non-senior advisers...

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Financial planning

Dealer groups will have to look into their relationship-building strategies as consolidation restructures the industry, says ANZ general manager advice and distribution P...

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Policy & Regulation

With the mandatory start date of the FOFA reforms deferred to 1 July 2013, dealer groups will have more time to develop a scaled advice offering that works for them, a te...

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Financial planning

A new service has been launched aimed at linking dealer groups with financial advice businesses....

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Financial planning

The independence of accountants who align their businesses with financial planning dealer groups could be called into question, according to RSM Bird Cameron principal Pe...

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Policy & Regulation

A perception that volume rebates from product issuers to dealer groups will be allowed "in some shape or form" by the FOFA reforms prompted a turnaround in financial plan...

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Financial planning

Hedge fund specialist Blue Sky Alternative Investments has announced that its Blue Sky Apeiron Global Macro Trust has been accepted on BT Wrap....

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Financial planning

Lonsec has flagged the launch of a tool to help financial advisers create SOAs....

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Funds management

Securitor has launched a new investment research website which gives financial advisers access to product research and market commentary....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 1 day ago

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