DEALER GROUPS

People & Products

K2 Asset Management has expanded its business for the second time this year and opened a Perth-based office, appointing Steven Bell as regional manager....

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Financial planning

While Bennelong Funds Management has typically been favoured by institutional investors, the boutique has flagged increasing interest from the retail sector for its Benne...

Financial planning

Morningstar has added to its fund research team with the appointment of an associate analyst and the promotion of three team members....

People & Products

Tyndall Investments has recruited Aaron Russell as its new national key account manager, following the recent promotion of Andrew Julius to head of retail....

Financial planning

The Financial Services Council (FSC) is already emerging as a beneficiary of the Financial Planning Association's (FPA's) drive to become a professional association, with...

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Financial planning

MLC financial advisers are reaping the rewards of transitioning to fee-for-service, with advisers from three of its dealer groups earning the most among non-salaried advi...

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Financial planning

Reaching into the scoped advice area is one of the fundamental changes at Hillross, and yet certain reforms could pose a threat, according to new managing director Hugh H...

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Policy & Regulation

Mid-tier dealer groups will have to go beyond simply launching badged platforms, which are not necessarily the Future of Financial Advice (FOFA) panacea some were hoping ...

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Financial planning

Some volume rebates may survive the Federal Government’s Future of Financial Advice reforms....

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Financial planning

Software provider Provisio Technologies has launched a set of customisable online advice tools designed to help super funds, dealer groups and independent financial advis...

Financial planning

The regulators should ensure that non-institutionally aligned dealer groups remain competitive so that advice is not dominated by the banks and industry funds, according ...

Financial planning

Calls for the removal of Approved Product Lists have emerged, with some industry participants claiming they have the potential to erode the quality of advice given to cli...

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Financial planning

Colonial First State looking at options following Barrett’s departure to ANZ....

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People & Products

ANZ succeeds in luring Paul Barrett from CFS to head ANZ’s advice push....

Financial planning

Not many financial planners and dealer groups have thought enough about the practical implications of fiduciary duty on the actual advice process and systems, says the ma...

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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 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 21 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

5 days 1 hour ago