DEALER GROUPS

Editorial

ING Australia has silenced critics of its funds management joint venture with ANZ, after the business posted a 50 per cent increase in net profits for the year to Decembe...

Financial planning

Back-office provider PremiumChoice Portfolio Services has re-negotiated its existing contract with platform provider Navigator, due to expire in 2007, with the two groups...

People & Products

Research house Assirt has signed former Colonial First State manager for institutional account management, Mark Hyde, as business development manager to head up its exter...

Financial planning

Investment Diversity, the group launched by former Navigator managing director Mat Walker in November last year, has signed up eight dealer groups to its online integrate...

Financial planning

The National Australia Group owned Garvan Financial Planning and MLC Financial Planning dealer groups are facing a groundswell of dissatisfaction from their 600 advisers ...

Policy & Regulation

The Financial Planning Association (FPA) and the Investment and Financial Services Association (IFSA) have formed a joint task force to fight against state Government pro...

Financial planning

On the look out for a new job? The good news is that financial planners are in hot demand. But in order to stand out from the crowd and use your time effectively, conside...

Financial planning

Royal and Sun Alliance (R&SA) Financial Services will look to dramatically expand its local distribution capacity after putting months of speculation about its ownership ...

Financial planning

The Association of Independently Owned Financial Planners (AIOFP) has changed its membership structure, fees and benefits in an attempt to increase its market presence....

Financial planning

BT will implement a range of changes to its wrap service after it passed $10 billion in funds under administration....

Financial planning

ING has revealed its plans to internally restructure its dealer group operations with Tandem to be positioned as a boutique planning group and RetireInvest advisers to re...

Funds management

Colonial First State is set to launch the first of its Hedge Fund Accreditation Program sessions to dealer groups in Melbourne tomorrow when it presents to the ING-owned ...

Financial planning

ING’s dealer group Tandem and RetireInvest have been thrown into disarray after all staff involved in management, compliance and services functions have been told they wi...

Financial planning

Deutsche Asset Management will increase its focus on boutique financial planning dealer groups by broadening its product base and further positioning itself as a source o...

Financial planning

Perpetual’s new investment platform has hit the ground running by starting with three dealer groups already signed to use the system....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 days 21 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

2 days 1 hour ago