Count Financial has outsourced its paraplanning services to Outplan....
Book sales have increased dramatically over the last financial year as advisers change their business models in response to reform as well as disenchantment with dealer g...
Colonial First State’s (CFS’s) wrap platform, FirstWrap, has reached its $1 billion in funds under advice milestone - one year after it was launched....
Continuing volatility is one of the only things going against the top dealer groups at the moment. But they have proved resilient, and nothing is holding them back from i...
Managing editor Mike Taylor reports that an equity model built on fees for service has seen ipac Equity Partners named the Money Management/CoreData Dealer Group of the Y...
The lacklustre recovery from the global financial crisis can be seen in the growth or decline in planner numbers and FUA, writes Benjamin Levy....
ANZ-owned dealer group Millennium3 Financial Services has withdrawn its principal membership of the Financial Planning Association....
AMP Financial Planning is the largest dealer group by adviser numbers, according to Money Management's Top 100 Dealer Group statistics, which were compiled by DEXX&R....
ipac Equity Partner’s wins Dealer Group of the Year Award based on the positive perceptions created by its business model....
Almost three in five financial advisers are limited in their choice of platforms, and of those advisers, 40 per cent would like access to other platforms in the market....
The take up of exchange traded funds (ETFs) is still low in the adviser community, despite their increasing use by direct and self-managed super fund investors....
Tailored, white label structured solutions are in demand with dealer groups and boutique fund managers wishing to gain access to broader asset classes and differentiate t...
DKN Financial Group has reinforced that it is not concerned about the possible removal of volume rebates between platforms and dealer groups, signing a new five-year cont...
Industry reforms may lead to changes in adviser recruitment strategies....
Synchron’s John Prossor claims planner growth is based on the limitations imposed by others....
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....