dealer groups

Financial planning

BT dealer groups step into mortgage advice

BT-owned dealer groups Securitor and Magnitude are among the latest to formalise a relationship with a mortgage broker as they seek to expand their potential revenue stre...

Financial planning

Centrepoint still looking at PIS

Centrepoint is still interested in PIS, but the due diligence period has been "more involved and time consuming" than expected....

Financial planning

Advisers get back to basics

Companies bringing structured products back into the market following the failures that occurred during the global financial crisis have agreed that transparency is now t...

Financial planning

The truth about the business of research

Despite pay-for-ratings models coming under increasing scrutiny, the major research houses cannot survive on research subscriptions alone. Lucinda Beaman reports....

Financial planning

In-house platform deals make waters murkier

New platform deals to combat a potential removal of volume rebates will simply create a less transparent environment for investors....

Financial planning

Select added to AXA and CFS platforms

Select Asset Management’s Alternatives Portfolio has been added to AXA’s North platform as well as Colonial First State’s FirstWrap....

Financial planning

APLs shrink, model portfolios boom in choppy conditions

Dealer groups are continuing a shift towards the use of model portfolios across their adviser forces, while Approved Products Lists continue to shrink...

People & Products

Aviva Investors expands senior team

Aviva Investors has announced a number of senior appointments to its business development team....

Financial planning

BT takes payment push to Canberra

BT Financial Group is consulting with the Government and regulators in an effort to convince legislators that investment platforms are service, not product, providers, an...

Financial planning

Reforms create opportunities

Government reforms to commissions could provide an opportunity for planners to launch their own boutique advisory practice by taking on lower tier clients hived off by co...

Financial planning

Dealer groups, platforms consider new models

Dealer groups are considering new platform arrangements in light of proposed reforms to existing payment structures....

Financial planning

Independents back Bowen's changes

A number of independently owned dealer groups have broadly supported regulatory changes put forward by Chris Bowen, but some have expressed concern the changes favour ban...

Financial planning

PIS merger partner explained

Questions about the future direction of one of Australia’s biggest, non-institutionally owned dealer groups may have been resolved last Friday, but PIS' merger partner co...

Financial planning

How to avoid common mistakes when tailoring Statements of Advice

Frank Smith explains the importance of financial advisers tailoring Statements of Advice and how to avoid common mistakes....

Financial planning

Bowen reforms death knell for mid-tier groups?

Dealer groups owned by product providers will prosper while mid to large-scale independent planning groups may struggle to survive under financial advice industry reforms...