DEALER GROUPS

Funds management

The use of hedge funds by financial planners is growing, but slowly. In many cases, it is only planners who have reached a certain level of competence that are allowed to...

Financial planning

While platform operators talk about scale driving cost efficiencies, critics argue that there has been very little difference in the cost structure for end investors over...

Financial planning

The recently merged Associated Planners Financial Services and Garrisons Financial Planning dealer groups have, as a single entity, signed a lucrative long term contract ...

Financial planning

Salaried financial planners have benefited from a pay increase of between three and five per cent, according to the latest research from the Financial Recruitment Group, ...

Financial planning

There has only been a slight increase in the overall number of financial planners in the past 12 months, and most growth now appears to be coming from the self-employed s...

Financial planning

Financial planning software vendors may have differing views on whether web-based solutions will predominate in the short-term, but all providers have one thing in common...

Financial planning

The requirement under financial services reform (FSR) to audit advisers is an expensive business for the dealers and a potentially stressful one for already overworked pl...

Financial planning

Bridges Financial Services has won its long-running payroll tax dispute with the Western Australian Government, escaping a $500,000 tax bill in a decision that will come ...

Financial planning

Whether it was their claims of independence, the arguable benefits of their supposed lack of bias, or their fancy names, non-aligned financial planning practices both sma...

Financial planning

Nothing much has changed on Money Management’s list of Top 50 Distributors during the space of the last 12 months....

Financial planning

The evolution of financial planning systems has taken various forms, as the complexity of advisers’ business practices grows. Traditionally, there has been the front-end ...

Financial planning

Charter Financial Planning’s growth in advisers is partly due to the success of keeping its existing advisers, says former national manager Bruce Birchall. “Our retention...

Financial planning

Offering a value proposition to advisers was the key to boosting the number of financial planners at Capstone Financial Planning “Our growth is occurring from a variety o...

Financial planning

Dealer groups continue to poach advisers from each other, although a number of advisers are moving of their own accord as they seek more independence....

Financial planning

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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 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 ...

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gonski

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

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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....

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

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

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