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DEALER GROUPS
Financial planning
The use of advice technology by industry funds is not something to fear according to a technology provider....
Policy & Regulation
Financial planning dealer groups will need to embrace technology driven advice models in the new post Future of Financial Advice (FOFA) world, according to the ANZ Wealth...
Financial planning
Recent industry upheaval has resulted in plenty of small and medium sized dealer groups looking for a quiet exit through a sale to an institution, according to Equity Tru...
Top 100
As dealer groups prepare for the new regulatory environment, Benjamin Levy explains the story behind the results of the Top 100 Dealer Groups Survey....
Financial planning
With increased volatility, there have been many changes in the dealer group space, both in terms of adviser numbers and funds under advice. Angela Welsh reports on events...
Financial planning
Mid-tier dealer groups have turned in a mixed performance over the last 12 months as some grew faster than the more established players in the market, while others have l...
Financial planning
IMAP claims a lack of dealer group knowledge is undermining managed discretionary account (MDA) adoption....
Financial planning
Advisory technology of the kind used by super funds to provide limited advice could help advisers and dealer groups retain and profitably service C and D clients in a fee...
People & Products
Centuria Capital has announced the appointment of Anne Hamieh as manager of marketing and distribution – financial services....
Financial planning
There seems to be a sizeable gap between boutique dealer groups and major institutions in terms of financial planner recruitment this year, as the two sectors face differ...
Financial planning
Separately managed accounts (SMAs) play a greater role with planners who recommend them, but the adoption rate appears very slow, according to the new report by Investmen...
People & Products
BT Investment Management (BTIM) has appointed two senior account managers, Nicole Aubrey and Bain Swanson, to its wholesale sales team....
Policy & Regulation
The Government's proposed Future of Financial Advice (FOFA) reforms are likely to cause a fundamental restructuring of the financial advice sector, with larger institutio...
Policy & Regulation
The policy uncertainty surrounding the Federal Government's proposed Future of Financial Advice changes appear to have contributed to wiping up to 15 per cent off the val...
Financial planning
Shadforth Financial Group and Snowball Financial Solutions have completed the first stage of their planned merger, with more than 90 per cent of holders in Shadforth acce...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....