POWERED BY MOMENTUM MEDIA
DEALER GROUPS
Financial planning
Why would a dealer group set up their own master trust when there are plenty available out of the box? <B>Kate Kachor</B> looks at three different answers to this questio...
Financial planning
South African-based Investec has embarked on ambitious expansion plans for its Australian-based financial services business....
People & Products
Dresdner RCM Global Investors business development manager Julie Rigoni has left the group but will remain in the industry in a consultancy role....
People & Products
Dresdner RCM Global Investors business development manager Julie Rigoni has left the group but will remain in the industry in a consultancy role....
Financial planning
BT Portfolio Services has more than tripled the size of its wrap service over the past year, raising funds under administration to $1.7 billion....
Financial planning
Professional Investment Services (PIS) has taken the plunge into retail stock broking through a deal signed with online broker E*Trade....
Financial planning
I haven’t changed dealer groups since I’ve been in the industry. I joined Pembroke Financial Planners in 1994....
Financial planning
Zurich Financial Services has staked its claim in the financial planning back office market with the launch of a dealer group outsourcing service....
Financial planning
Pacific Rim Investments has unveiled ambitious plans to take over the mantle of Australia’s biggest independent financial planning group....
Financial planning
Macquarie will add a margin lending facility to its wrap account service in what it describes as the first geared investment features to be added to a wrap account....
Financial planning
Macquarie’s wrap service has signed up with Colonial to use the group’s Investment Accelerator margin lending service....
Financial planning
Last month, a former Perth financial adviser was sentenced to the second longest jail term of any financial adviser in Australia when he was sentenced to 10 years behind ...
Financial planning
An industry wide numbering system for advisers is a step closer to fruition following the creation of a working group within the Investment and Financial Services Associa...
People & Products
After five years with MLC, former adviser relations general manager Peter Thornhill has ventured out into the wild world of professional speaking. Thornhill says his deci...
Financial planning
Mercantile Mutual has restructured its distribution and dealer group networks by housing the entire operation under the one roof....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....