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DEALER GROUPS
Financial planning
THE National Council of Financial Adviser Associations (NCFAA), the peak body for adviser associations, has criticised dealer groups for the lack of industry superannuati...
Financial planning
The ‘very poor’ ratings received by some dealer groups in the ACA/ASIC shadow shopping survey has led them to rethink how they operate. BEN ABBOTT investigates....
Financial planning
While the ACA/ASIC Quality of Advice survey may have come as no surprise to the FPA, the planning industry is still reeling from the fallout, as JULIE BENNETT reports....
Financial planning
This year will see the FSRA come into force in financial planning practices everywhere, but what else is on the agenda? JULIE BENNETT reports....
Financial planning
Institutionally-owned financial planning groups still dominate the list of fastest growing dealer groups, taking eight out of the top 10 places on the list. But while the...
Financial planning
When it comes to the size of dealer groups, the war between ‘bigger is better’ and ‘less is more’ continues to be waged....
Financial planning
Work undertaken in recent years is paying off for Commonwealth Financial Planning, says executive general manager Brett Himbury, with the bank-based group topping this ye...
Top 100
In 2003 Money Management undertook the Fastest Growing Dealer Group survey for the first time. For the survey, we gathered the Top 100 Dealer Groups survey data for the p...
People & Products
ANZ has appointed former ING Advice and Dealer Groups executive director, Mike Goodall to head up its advice business following the decision late last year by incumbent g...
Financial planning
Perpetual Investments’ WealthFocus master trust is rapidly gaining traction in the market following approval by 18 of the industry’s top 50 dealer groups....
Financial planning
Former Avanteos founder and director Mike Polkinghorne has returned to the financial services market with the rollout of a software package designed for financial plannin...
People & Products
Former Bridges Financial Services managing director David Bleakley will join ING as the RetireInvest board chair, Tandem director and chair of the Investment Selection Co...
Financial planning
Investment platform provider Symetry has opened its third ownership sharing plan to advisers, offering an equity stake to more dealer groups....
Financial planning
Sealcorp-owned financial planning group Securitor has kicked off a new practice management department after appointing a division head and striking an alliance with pract...
Superannuation
OFM Investment Group is set to increase its product manufacturing capabilities with plans to launch a number of offerings specifically focusing on post-retirement product...
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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....