DEALER GROUPS

Financial planning

An examination of the Money Management Top 100 dealer’s survey rankings would suggest that the industry has shifted from a time of deals and jockeying for position to a t...

Top 100

Just as the Top 100 dealer groups surveyed have been through some changes in the last 12 months, so has the Top 100 research itself....

Financial planning

Putting together the data needed to compile the Money Management Top 100 dealer’s survey is not always a simple task. As such it is not something all dealer groups are pr...

Financial planning

Professional Investment Services (PIS) has signed 200 financial planners and life brokers in the past 12 months from more than 15 dealer groups Australia, with expansion ...

Financial planning

AMP Financial Planning has taken out the top placing in the annual Money Management Top 100 Dealer’s Survey for the third year in a row with 1548 planners recorded on its...

Financial planning

The investment watchdog will not stand in the way of any financial planning group or master trust operator who charges fund managers a fee to appear on their recommended ...

Financial planning

BT Financial Group’s uneasy relationship with master trusts and wraps has taken another turn with news it is to offer its wrap service directly to advisers for the first ...

Financial planning

<caps>F</caps>rank Russell Company will make larger moves into the retail end of the market by expanding on its relationship with distribution agents, according to Frank ...

Financial planning

BT Financial Group will offer its wrap service directly to advisers for the first time under the banner of the BT Wrap....

Financial planning

Lifespan is about to unveil what it believes is Australia’s first fully Web-based financial planning system. Nicole Szollos reports on a dealer group on the verge of a ma...

Financial planning

Beseiged financial services entrepreneur Rodney Adler is to sell his stake in Financial Services Partners, a group which has interests in three dealer groups, NOW Financi...

Financial planning

Two of the biggest names in financial services research have come together under the one roof....

Financial planning

In recent weeks, the Australian Securities and Investments Commission has taken a hard line against some of the industry’s most high profile dealer groups....

Financial planning

Well-known financial services figure Bonnie Guilford has departed AMP Financial Planning and joined Timbercorp in the newly created position of marketing and technical ma...

Financial planning

Financial Planning Group Chapel Road has lost more than half of its 39 proper authority holders after its licence was revoked by the Australian Securities and Investment ...

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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 ...

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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 ...

4 weeks ago

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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