DEALER GROUPS

Financial planning

BT Funds Management will face even further scrutiny of its acquisition by Westpac, with Australia’s major financial planning dealerships reviewing whether to pull their i...

Financial planning

Fifteen years is a long time to be doing the same thing but in August this year Money Management entered into its 15th year of providing consistent and regular coverage o...

People & Products

THE general manager of ING’s now defunct AustAdvisers dealer group, Neil MacDonald, has left the group to join rival AMP....

Financial planning

The Financial Planning Association (FPA) has called on the Government to offer incentives and assistance to financial planners in transitioning their businesses over into...

Financial planning

ING Australia has chosen the name Tandem as the new trademark for the consolidated financial planning business it is forming with the merger of three of its existing deal...

Financial planning

The Perth office of the Bridges dealer group is tipped to be striking a deal to gain an independent operating licence, though the branch is expected to retain a relations...

Financial planning

The deadline to comply with the minimum standards of Policy Statement (PS) 146 have come and gone and from all accounts the industry has done well with most planners prov...

Financial planning

Two years on since the deals were struck, ‘golden handcuff’ incentive payouts to keep staff on board are drawing to a close, re-highlighting the challenge companies face ...

Editorial

Challenger International has attributed a 24 per cent rise in year-on-year profits to an increase in sales of annuity and funds management products....

Financial planning

Wealthpoint’s flagship stand-alone financial planning software product, Assirt Desktop, has secured Royal & SunAlliance(R&SA) as a new institutional client....

Financial planning

Six dealer groups have signed up for the PremiumChoice Portfolio Services platform in its first two months of operation, says chief executive Richard Carter....

Financial planning

Indy Singh has built a business based on vision and a fax. BARBARA MESSER spoke with him about his vision and the contents of the fax....

Financial planning

Morningstar has released its business and management strength rating for IOOF and its funds management arm Perennial Partners giving the group a three out of five rating,...

Financial planning

Financial planning executive Ross Johnston has left dealer group Bridges to embark on a new venture as an independent consultant....

Financial planning

Back-office suppliers are gearing up for some busy times ahead as planners seek new ways to cut costs. JOHN WILKINSON looks at how back-office services are re-engineering...

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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 ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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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....

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A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

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The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

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