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

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

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 2 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 17 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

21 hours 36 minutes ago