DEALER GROUPS

Editorial

The Australian Securities and Investments Commission has outlined the draft ground rules on conflicted remuneration and, as Mike Taylor writes, there are inevitable impac...

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Financial planning

Morningstar Australasia has been selected to provide software and research tools to financial advisers using Netwealth investment and superannuation platforms....

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Policy & Regulation

A consulting firm predicts many financial planning practices and dealer groups will fail to get FOFA-ready....

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Financial planning

Independent dealer group Premium Wealth Management has grown its network to 23 practices via Platinum Wealth Management coming on board....

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Financial planning

Financial advisers are increasingly moving away from "one-dimensional" risk profiling to an objective-based plan, according to Challenger....

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Funds management

Investor demand for alternative investment is growing, but fund of hedge fund managers continue to face liquidity restraints from dealer groups....

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Financial planning

Outdated manual compliance operations coupled with an increasing workload and loss of experienced practitioners threatens to create a massive compliance risk for dealer g...

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Editorial

The dealer group model is changing and BT’s Mark Spiers says financial planners will need to make choices consistent with the newly evolving reality....

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Financial planning

Non-aligned dealer groups are having to adopt a creative approach to filling the revenue shortfall left by bans on volume rebates....

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Financial planning

BetaShares has claimed greater penetration into the advice space for its exchange-traded fund products....

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Financial planning

With legislative change sweeping across the financial services industry, BT Financial Group has launched a website designed to keep advisers up to date with the latest po...

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Financial planning

Amid uncertainty from financial advisers towards exchange-traded funds (ETFs), BetaShares has expanded its distribution coverage across 19 dealer groups and nine platform...

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Financial planning

CommCentral has launched new software which manages different adviser remuneration models combined with inbuilt FOFA rules....

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Financial planning

Mercer looks to points of difference to attract high net worths....

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Financial planning

Dealer groups aligned with big institutions should be honest with consumers and describe themselves as 'agents' of their parent company, says Paragem managing director Ia...

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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 3 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 18 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...

22 hours 36 minutes ago