DEALER GROUPS

Financial planning

Oasis Asset Management has signed a deal with Financial Planning & Life to develop a range of investment products for the Adelaide-based dealer group....

Financial planning

BT Financial Group is about to launch a new initiative on its wrap platform that will see selected fund managers enjoying a range of exclusive benefits while investors sa...

image
Financial planning

Vanguard is continuing its push into Asia, with South Korea next in its sights....

Financial planning

South Australian-based MGF Consulting Group has launched a new business aimed at accommodating independent financial advisers who believe they are not receiving enough su...

Editorial

Abstract Long...

Editorial

Abstract Long...

image
Financial planning

Financial advisers pose a considerable cost to their dealer group, with the average revenue they generate equating to a $5,000 cost per advisory business, according to re...

image
Editorial

Abstract Long...

image
Financial planning

Private residential property equity seems set to become a more prominent feature of financial planning, according to a recent Trowbridge Deloitte survey finding that almo...

Superannuation

Wrap manager netwealth Investments has bought a self-managed superannuation fund administration business for an undisclosed sum....

Financial planning

The Australian Securities and Investments Commission is considering making it mandatory for so-called ‘shelf fee’ arrangements between fund managers and dealer groups to ...

image
Life/Risk

Four months after its introduction, more than 50 dealer groups and boutique advisers have signed up to Coin Software’s new insurance product INC – a product Coin believes...

Financial planning

The 2006 Financial Planners Report, compiled by AC Nielsen, has revealed the majority of advisers believe their dealer groups are providing them with good support and ser...

Financial planning

The perception of fee-for-service based remuneration structures being synonymous with full upfront payment is causing added confusion in the fees versus commissions debat...

image
Editorial

Abstract Long...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

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

4 weeks 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 1 day 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 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