Some of Australia’s biggest investment research contracts have changed hands in recent weeks, and there could be more changes in the pipeline....
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...
A key focus of BT Financial Group’s newly appointed head of dealer groups, Matt Englund, is helping advisers articulate their client value proposition....
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, ...
Concerns have been raised about the nature of the professional development being delivered to advisers at dealer group conferences....
Australian Financial Services chief, Peter Daly has questioned the viability of some institutional dealer groups....
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 dealer groups with listing ambitions face a number of major issues, according to Bell Potter client adviser, Romano Sala Tenna....
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...
Securitor's Neil Younger has been recruited as general manager of Commonwealth 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...
Challenger has put forward a so-called five-point restructuring plan for its 25-year-old Howard Mortgage Fund....
New model portfolio capability is one of further improvements that will lead to a new generation wrap, according to Macquarie Wrap....
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...
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...
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....