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....

image
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....

image
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...

image
Financial planning

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

image
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...

image
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...

image
Financial planning

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

image
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....

image
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....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks 1 day ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 2 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 2 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 1 day ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks 1 day ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 2 days ago