DEALER GROUPS

Financial planning

Industry pundits believe that planning groups and fund managers could be set for a tough year in 2000, following 1999 buying revelry. Samantha Walker investigates just wh...

Financial planning

Writs were served on the three proposed Consolidated Financial Services (CFS) directors just before Christmas, claiming unlimited damages over a number of issues...

Financial planning

Almost a third of the Top 100 dealer groups pay their planners exclusively via a salary, with another 12 dealer groups offering a combination of salaried and con-tract em...

Financial planning

Until today, there has been no in-depth research published on the state of play in the financial business. Money Management commissioned KPI Research to inves-tigate Aust...

Financial planning

One of the most intriguing issues to come out of the Money Management Top 100 survey was the lack of knowledge most dealers have about the key elements of their business ...

Financial planning

The mission by the financial services giants to dominate the financial planning in-dustry is now complete. The Money Management Top 100 dealer group survey has revealed t...

Financial planning

The mission by the financial services giants to dominate the financial planning industry is now complete....

Financial planning

With all the controversy over soft dollar commissions that has been floating around the industry in recent times, many financial planners can be forgiven for being a tad ...

Accounting

Money Management’s inaugural Top 100 dealer survey has proved what many in the industry have long suspected – that accountants are fast gaining a foothold in the industry...

Financial planning

Lend Lease Financial Services has set its sights on the booming back office mar-ket, with the launch of ThreeSixty....

Financial planning

While others dealer groups have been snapped up by big institutions, Count Wealth Accountants, Australia’s largest independent financial planning group, looks set to floa...

Financial planning

Macquarie Portfolio Services reckons it can sign up 40 financial planning dealer groups to its new wrap service by the end of next year....

Financial planning

Australian financial planning groups have been allocated 64 million shares, or 3 per cent of the shares available, in the Telstra 2 offer....

Financial planning

Three years ago, it was a small blip on the financial planning radar screen. Today, Professional Investment Services is a powerhouse of financial planning and has plans t...

Financial planning

Minimum standards for the training of authorised representatives by licensees and principals released last week are not expected to pose much of a threat to most finan-c...

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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 ...

3 weeks 3 days 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 ...

3 weeks 4 days ago
gonski

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

3 weeks 4 days 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....

1 week 3 days ago

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

3 weeks 3 days ago

The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

3 weeks 6 days ago