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DEALER GROUPS
Financial planning
Count Wealth Accountants has signed with Australian Skandia to make use of the group’s platform which it plans to formally launch in mid February....
Financial planning
Ventura Investment Management Limited, the joint venture between Professional Investment Services and Frank Russell, have appointed Tom Lawton as the group’s general mana...
Financial planning
SEPARATELY managed account (SMA) provider Direct Portfolio will move beyond its direct investor approach and seek financial planners who are willing to use the product wi...
Financial planning
THE COMBINED National Australia Bank (NAB)/MLC group is preparing to sign off on a major restructure of its financial planning distribution network involving the repositi...
Financial planning
AUSTRALIAN Securities and Investments Commission (ASIC) director Pauline Vamos has warned a high number of advisers are beginning to complain that dealer groups are misus...
Financial planning
The Sealcorp owned Asgard investment platform has signed its first ever deal to build a badged version of its new wrap account, the eWrap, for a financial planning dealer...
Financial planning
The ‘who owns the client’ debate refuses to lie down and the Privacy Act appears to be fuelling the fire. JULIE BENNETT reports....
Financial planning
Midstreet Technology, which bought the Wealthpoint platform from Sealcorp this week, will be revamping and relaunching the web-based technology platform....
Financial planning
PLATFORM provider Coreinvest has taken competition in the investment platform market to new heights, offering cash payments to financial planners....
Financial planning
IF THERE was one phrase to illustrate what this year’s Top 100 has revealed, it would have to be “steady as it goes”....
Financial planning
The names may be different thanks to buyouts and mergers, but, as SIMON SEGAL reports, not that much has changed in this year’s Top 100....
Financial planning
Dealer group conferences are still as popular as ever but as BEN ABBOTT reports, advisers are not being asked to bring their passport, as local destinations gain in popul...
Financial planning
The number of advisers with a life background remains reasonably steady – despite all the noise about PS 146. JULIE BENNETT reports....
Financial planning
Having the biggest planner force is no sign of success. As JOHN WILKINSON writes, some of the lesser lights are advising on even greater sums for wealthier clients than t...
Financial planning
A direct share trading facility has been introduced within the Strategy Portfolio Service, enabling financial advisers using the wrap account to include direct equity inv...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...