DEALER GROUPS

Financial planning

Some of Australia’s biggest investment research contracts have changed hands in recent weeks, and there could be more changes in the pipeline....

Financial planning

Van Eyk Research has lost another key contract, with BT Financial Group handing the investment research mandate for dealer groups Westpac Financial Planning and Magnitude...

image
Financial planning

A key focus of BT Financial Group’s newly appointed head of dealer groups, Matt Englund, is helping advisers articulate their client value proposition....

Financial planning

Count Financial expects that its strategic software partnership with Iress Market Technology will result in a 50 per cent increase in productivity of the advice process, ...

Financial planning

Concerns have been raised about the nature of the professional development being delivered to advisers at dealer group conferences....

Financial planning

Australian Financial Services chief, Peter Daly has questioned the viability of some institutional dealer groups....

Financial planning

Dealer groups, including those owned by Colonial First State and BT, are investing more in their internal research teams as part of a broad move to take greater responsib...

Financial planning

Financial planning dealer groups with listing ambitions face a number of major issues, according to Bell Potter client adviser, Romano Sala Tenna....

People & Products

Following the resignation of Neil Younger and his move to Commonwealth Financial Planning, BT Financial Group has appointed Matt Englund to head dealer groups. His positi...

People & Products

Securitor's Neil Younger has been recruited as general manager of Commonwealth Financial Planning....

Financial planning

The chief executive of van Eyk Research, Mark Thomas, has explained the remuneration relationships between some of his research houses’ key dealer group clients and...

Financial planning

Challenger has put forward a so-called five-point restructuring plan for its 25-year-old Howard Mortgage Fund....

Financial planning

New model portfolio capability is one of further improvements that will lead to a new generation wrap, according to Macquarie Wrap....

Financial planning

Securitor is looking to acquire advice practices that are shifting towards a fee for advice structure, regardless of their business model or current remuneration structur...

Financial planning

Dealer Group Advisers director Andrew Wheeler points to research that suggests the Government has overestimated the level of volume rebates received by advisers, and whet...

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