DEALER GROUPS

Financial planning

Evidence is emerging that dealer groups around the country are struggling to find replacements for retiring regional planning practice principals and are abandoning them ...

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Financial planning

Premium Wealth has grown its planner network to 22 with the addition of Meridien Wealth....

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Editorial

Money Management’s Top 100 Dealer Group data has underscored the re-emergence of institutions as the dominant force in Australian financial planning....

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Top 100

Many significant players in the dealer group sector have reduced their financial planner numbers, though the industry remains optimistic....

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Top 100

Consolidation is changing the face of the financial planning dealer group sector before our eyes, while small-to-medium players continue to struggle....

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Financial planning

Count chief executive David Lane has opened the door to Securitor planners he believes are feeling disenfranchised by the high sums paid to Count defectors....

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Financial planning

The consolidation within the financial planning dealer group space is a potential concern for research houses over the long-term, but at the moment it's business as usual...

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Financial planning

Most financial advisers want access to a broad Approved Product List (APL) before they make the decision to join a licensee....

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Financial planning

Many planners would like to retire, but their succession plans are being disrupted because dealer groups only want to preserve funds under advice, says Kenyon Partners ch...

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Financial planning

Research house Zenith Investment Partners has signed two financial planning practices to its new client list for 2012....

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Editorial

Is any sensible financial planning principal capable of resisting the offer of up to $1 million to change dealer groups and/or corporate allegiance?...

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Editorial

As a number of dealer group heads have found themselves out of a job, Mike Taylor writes that it is symptomatic of the impending death of the traditional financial planni...

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Financial planning

By engaging with prospective clients prior to the initial meeting, financial advisers can make the planning process much less overwhelming, according to Astute Wealth Adv...

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Financial planning

Peter Daly said he was somewhat surprised and 'deeply disappointed' as he departs his role as chief executive and managing director of the Australian Financial Services G...

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Financial planning

Once the dust has settled on the current round of industry reforms, the dealer group as we know it may cease to exist, according to senior financial financial advice figu...

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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 ...

4 weeks 2 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 ...

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gonski

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

1 month 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....

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

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The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

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