DEALER GROUPS

Financial planning

Tough times are leading financial planners to question the value for money they are getting from their dealer groups, according to Premium Wealth Management's Chris Saund...

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Editorial

A mere six months ago, the common wisdom among financial planners was that most clients would be best advised not cashing out their investments lest they miss the inevita...

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Financial planning

Advice firm principals are increasingly gearing their businesses, many for the first time, to appease financiers and support their financial arrangements, according to Ke...

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Financial planning

Financial planners must broaden their advice propositions beyond market-linked performance, and opportunities can be found in areas such as aged care and estate planning,...

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Financial planning

Australian financial planners have revealed the deep distress they are feeling as a result of the global financial crisis and the impact it is having on their clients....

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Financial planning

Large institutional dealer groups are putting more onerous conditions on adviser transfer agreements....

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Editorial

MIKE TAYLOR knows times are tough in the financial planning industry when publicly-listed dealer groups such as Count Financial and Australian Wealth Management report pr...

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Financial planning

Falling share prices driving search for cost and revenue synergies....

People & Products

Tony Negline to consult on an online SMSF trust deed update service....

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Financial planning

Adverse market dynamics driving disaggregation....

Financial planning

AAP set to top 200 dealer groups by year's end....

Financial planning

Don't dismiss share option schemes warn industry representatives....

Financial planning

Clients must retrain and have access to capital if needed....

Financial planning

Deloitte research reveals big slump in IPOs....

Financial planning

High-net-worth clients targeted for IMAs....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks 1 day ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 2 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 2 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 1 day ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 1 day ago