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DEALER GROUPS
Financial planning
Imagine what would happen if the government allowed major pharmaceutical companies to set up general practitioner practices and pay GPs trail commissions on they drugs th...
Financial planning
The 10 largest dealer groups in Australia added 475 advisers during the year to March 31, maintaining their share of advisers in the Top 100 dealer groups at 50 per cent,...
Financial planning
Creating a point of difference from other dealer groups is the reason for the jump in adviser numbers at Australian Financial Services, says chief executive officer Peter...
Top 100
This marks the seventh year Money Management has produced the Top 100 Dealer Groups Survey and it remains the most extensive report of its type in the industry. The surve...
Financial planning
Rural financial planning group Elders Securities has partnered with MLC, agreeing to replace its own in-house planning systems with ready made versions supplied by the fi...
Financial planning
Is history haunting change in financial planning distribution?...
Financial planning
There are numerous reasons for the success of badged or ‘white label’ wraps, but none more significant than the benefits of scale they offer both the platform providers a...
Superannuation
The platform market has neatly divided itself into two segments — with providers such as Asgard, BT and Navigator in one group, and the other made up of a variety of smal...
Financial planning
Two of the country’s leading boutique financial planning groups, Centrestone Wealth Management and the Berkley Group, are set to merge....
Financial planning
Challenger Financial Services has signalled it is serious about winning over more advisers, confirming that HSBC Asset Management’s head of distribution will join it foll...
Financial planning
The monitoring and supervision of advisers by dealer groups for FSR compliance is “patchy”, according to Tribeca chief operating officer John Prowse....
Financial planning
The arrival of the Financial Services Reform Act in March last year engendered mixed feelings among those working in the financial services industry. At the corporate end...
Financial planning
Community and Corporate Financial Services is one of only a number of dealer groups in the country to use credits unions as a referral base. From its humble beginnings in...
Financial planning
Dealer group Associated Planners Financial Services is certainly living in interesting times. The firm first began its active recruitment drive in 2002, which culminated ...
Financial planning
You would expect big dealer groups to dominate any list of the fastest growing businesses in financial planning where the results - like ours - are based on growth in adv...
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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....