POWERED BY MOMENTUM MEDIA
DEALER GROUPS
Financial planning
Much has been written about how financial planners can gain increased business efficiencies and put in place appropriate succession planning strategies, says Peter Dawson...
Financial planning
Allianz Dresdner Asset Management (ADAM) has appointed Leanne Milton as head of retail business to increase its profile and effectiveness in the retail marketplace....
Financial planning
For the first time in five years, fund manager and bank owned dealer groups have dropped the number of planners and dealer groups they hold, according to this year’s Mon...
Financial planning
How do dealer groups pick their planners? John Wilkinson reports....
Financial planning
It was five years ago that the Top 100 Dealer Groups research first hit the financial services industry, tracking the changes of a growth industry. Jason Spits looks at t...
Financial planning
The perception that planners are doing it tough has been confirmed by this year’s funds under advice per planner figures. John Wilkinson reports....
Financial planning
Dealer groups that focus purely on risk are doomed, or are they? John Wilkinson reports....
Financial planning
Collecting and recording the data for a comprehensive survey such as the Top 100 Dealer Groups Survey is a task of large proportions, and this year research house Dexx&r ...
Financial planning
Where would you find more CFPs: at a large dealer group or a boutique? Lucie Beaman has the answer....
Financial planning
Lucie Beaman takes a quick look at which groups have the most clients....
Financial planning
The Australian Stock Exchange (ASX) has moved to shore up what it perceives as a gap in knowledge standards available for financial planners who provide advice on listed ...
Financial planning
The Financial Industry Complaints Service (FICS) is the subject of widespread industry discontent with a groundswell building in relation to its complaint handling proced...
Financial planning
Prepare yourself, planners, because as soon as you set foot through that exhibition hall entrance you are going to be bombarded with treats, novelty prizes and, if you’re...
Financial planning
Two Promina owned dealer groups – financial planning advice focused Cameron Walshe and life risk advice orientated Guardian Financial Planning - are to be rolled into one...
Financial planning
AXA expects to lose over 120 advisers from its dealer groups as a result of Policy Statement 146 requirements and the introduction of raised education and compliance stan...
Never miss the latest news and developments in wealth management industry
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....