DEALER GROUPS

Financial planning

Profile Financial Services has partnered with Select Asset Management to provide its clients with an alternative to the traditional strategic asset allocation approach to...

Financial planning

MLC has just launched a financial planner mentorship program as part of its practice start-up package....

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Funds management

The demand from retail investors for direct and listed property is slowly returning – a trend set by institutional investors in 2010....

Editorial

The role of licensee payments from platform providers has become a bone of contention in the financial advice industry, writes Marianne Perkovic....

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Editorial

Robert Keavney recognises the trend for industry super funds to establish financial advice businesses, like their retail competitors. But he asks the question: Whose mone...

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Financial planning

Macquarie Private Wealth's Eric Schimpf says a client-centered approach has paid off for Macquarie Equities despite the challenging environment....

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Financial planning

Greater flexibility and independence, increasing dealer group fees, and concerns around fulfilling a fiduciary duty are some of the reasons why more advisers are applying...

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Financial planning

New generation platform providers have criticised the ‘preferential programs’ initiated by their peers, claiming they have the potential to bias the advice gi...

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Financial planning

Macquarie Wrap has launched its new model portfolio capability, following a seven-week trial including 10 dealer groups....

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Financial planning

Five more boutique dealer groups have added Hub 24 as their preferred platform provider, weeks after its acquisition by listed company Investorfirst....

Funds management

After four months of negotiations, dealer group Secureinvest has appointed boutique investment firm Wealth Within as its provider of individually managed accounts (IMA) s...

Editorial

Efficiency is key when it comes to choosing financial advice software, writes GEM Capital's Mark Draper....

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Life/Risk

OnePath has added OneCare insurance to its wholesale platform Oasis Asset Management to allow advisers to offer clients both retail and traditional group insurance option...

Financial planning

BT Wrap has whittled down its lengthy disclosure documents to 20 pages....

Editorial

As a political debate rages around the power of the major banks, Mike Taylor writes that far more is at stake than just home loan interest rates....

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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 20 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 ago