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DEALER GROUPS
Financial planning
Dealer groups are increasingly recruiting and training Certified Financial Planners (CFP) in an attempt to guard against possible breaches of regulation, with one in thre...
Top 100
AMAL AWAD examines how dealer group performance and planner numbers have held up over the past year in the face of a global financial crisis....
Top 100
MIKE TAYLOR reports on the winners of the Money Management/CoreData Dealer Group of the Year 2009....
Top 100
More financial planners than ever work under a dealer group model – and groups that have experienced a dip in planner numbers plan to reverse that trend....
Editorial
It says something about the health of the Australian financial planning industry that Money Management’s 2009 Top 100 Dealer Groups survey has revealed that despite the i...
Financial planning
The removal of payments such as volume rebates will see many of Australia's largest dealer groups collapse, unless they restructure to offer their own products or run int...
Funds management
Macquarie Equities has taken top honours in the 2009 Money Management/CoreData Dealer Group of the Year awards, while Commonwealth Financial Planning has been named the l...
Financial planning
Dealer groups will need to reinvent themselves to survive, writes DAVID FOX....
Financial planning
The global financial crisis has slowed the flow of candidates for entry-level financial planning qualifications but, as AMAL AWAD reports, the education providers remain ...
Financial planning
Cost is less important than the quality of underlying support when choosing a dealer group, according to a new analysis issued by the Commonwealth Bank....
Financial planning
Dealer groups are concerned about the need to change their Australian Financial Services Licences as a result of the new rules around margin lending....
Financial planning
The Accounting Professional and Ethical Standards Board is to produce a 'standard' for accountants, including chief financial officers employed by dealer groups and fund ...
Financial planning
Financial planning practices are not working with their dealer groups to tackle cash-flow problems during the downturn....
Financial planning
Dealer groups dissatisfied with financial planning software are creating their own or purchasing programs from practices marketing their own internally used software....
Financial planning
Dealer groups need to adopt better models to maintain the allegiance of practices, according to the head of Premium....
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Podcast
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....