DEALER GROUPS

Financial planning

Sealcorp will be standing in as a “buyer of last resort” for its dealer group members wanting to offload their practices....

Financial planning

A number of Australia’s premier financial planning groups have added the latest additions of the Hedge Funds of Australia (HFA) product range to their recommended lists....

Financial planning

Zurich Financial Services has begun operations of an new master trust administration service which will be on offer to dealer groups in an outsourcing arrangement....

Financial planning

Zurich Financial Services has begun operations of a new master trust administration service which will be on offer to dealer groups in an outsourcing arrangement....

Financial planning

A number of Australia’s premier financial planning groups have added the latest additions of the Hedge Funds of Australia (HFA) product range to their recommended lists....

Financial planning

The focus on corporate superannuation is long running and is centred mainly on the complexities involved with branching into it. But as Nicole Szollos discovers it is now...

Financial planning

The relationship between financial planners and dealers is under fire. The effects of the upcoming Financial Services Reform Bill (FSRB) combined with that of the Aliena...

Financial planning

Financial services companies have normally had a minor presence on the Australian Stock Exchange (ASX), but with a record number of groups listing last year, it seems 200...

Financial planning

IFP is ramping up its Application Service Provider (ASP) platform in a bid to bolster its financial planner back office support business....

Top 100

Last year’s <I>Money Management Top 100</I> survey revealed that of the largest dealer groups that make up that number, 40 were independently owned. Nicole Szollos spoke ...

Financial planning

New journalists to Money Management often comment on the openness of financial planners and financial services professionals in general....

Financial planning

Stockford has put out to tender a number of its support services to advisers while also hiring high profile former County executive Bruce Garratt to manage its recently a...

Financial planning

Australian-based ObjectMastery is on-target with the number of UK independent advisers it has signed up for its Transact master trust in its first year of operations....

Financial planning

At least 50 risk advisers are set to meet in Sydney later this month to develop a co-operative style dealer group....

Financial planning

The changes to the business tax system introduced last year has resulted in hundreds of planners being hit by rules designed to cut down on the alienation of personal ser...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 2 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 1 day ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 2 days ago