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DEALER GROUPS
Financial planning
Current Government inquiries into adviser remuneration should be broadened to include adviser inbuilt margins from badged platforms, according to Michael Heine, managing ...
Financial planning
Financial services firms, including dealer groups and advice firms, are switching from annual staff performance reviews to one every three or six months....
Financial planning
Software system requires little servicing, comes with automatic online upgrades....
Editorial
It is becoming increasingly obvious that irrespective of the initiatives flagged by the Financial Planning Association, the Australian financial services industry is goin...
Financial planning
Van Eyk Research was the most prominent gatekeeper of approved product lists for the top 20 dealer groups in Australia. While fund managers may not rate them as their pre...
Financial planning
Programs will bridge gap between technical expertise and client relationships....
Financial planning
The impact of the global downturn on revenue streams is driving advisers into alliances with dealer groups that offer an uncomplicated service and support offering, accor...
Financial planning
Many equity offerings to advisers by advice firms and dealer groups never materialise, according to Dennis Bashford, managing director of Brisbane-based dealer group Futu...
Financial planning
Wealth Insights find many financial planners are feeling increasingly despondent and let down by their dealer groups and the industry in general....
Financial planning
Industry conferences, while informative, do not dedicate the time required for balanced debates or interactive learning, according to Mercer principal Rashmi Mehrotra....
Financial planning
Advisers need to test their value proposition to ensure their clients are fully aware of what they are receiving....
Financial planning
A number of financial planning dealer groups are taking advantage of the economic downturn to boost their client numbers and revenue by offering redundancy packages to co...
Life/Risk
An Australian insurance broker believes dealer groups could reduce their insurance costs by using discretionary trusts to insure day-to-day claims....
Financial planning
The fallout from the financial crisis has hit platforms hard, with funds under administration and their bottom lines slumping dramatically. And as John Wilkinson reports,...
Financial planning
In the good times, revenue from platforms have been a strong source of income for dealer groups and advisers...
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MARKET INSIGHTS
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....