DEALER GROUPS

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Standard & Poor’s has a long history in the financial industry and as Rebecca Evans reports, it is planning for a great future....

Financial planning

As more dealer groups board the fee-for-advice bandwagon, back-office providers must decide whether to revamp remuneration management systems to accommodate more complex ...

Financial planning

If confirmation of the ‘cleansing’ nature of recent regulatory and legislative changes was needed then this year’s Top 100 Dealer Groups will provide clear evidence with ...

Top 100

Freya Purnell takes a look at the platform products most favoured by dealer groups in 2004....

Top 100

Dealers groups are now incorporating research from a range of providers. Lucia Appleby reports....

Financial planning

The Top 50 Distributors is based on data collected for the Money Management Top 100 Dealer Group survey, which was published in June....

Financial planning

For the first time since Money Management began publishing its Top 50 Distributors list, the big players have loosened their stronghold on Australia’s financial advice di...

Financial planning

Freya Purnell looks at the effect of different advice offerings on the bottom line....

Financial planning

IWL has successfully renegotiated its ongoing Visiplan software contracts with two dealer groups - Associated Planners Financial Services (APFS) and Lonsdale Financial Gr...

Financial planning

Affiliated dealer groups FuturePlus and Chifley Financial Services have resolved an ongoing dispute with advisers by withdrawing a 12-page commercial agreement the latter...

Financial planning

Aon Australia has commenced a program to grow its two financial planning arms by leveraging off its strong presence in the small to medium enterprise (SME) market by enco...

Financial planning

The ability of small managers to outperform their larger counterparts is cementing the place of boutique funds in client portfolio construction, but Assirt Research is wa...

Financial planning

Barclays Global Investors Australia has moved swiftly by appointing internal staffer Tim Bradbury to replace its adviser services director Michael Ohlsson, who resigned l...

Financial planning

Financial services technology provider PlanTech Consulting Group has experienced encouraging industry support for its new planning software tool, 4Cast, with four dealer ...

Financial planning

Coin Financial Software’s foray into the financial planning software market is gathering pace with a number of dealer groups signing up to its flagship offering Strategy ...

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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 ...

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 1 day 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