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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 ...
Financial planning
Premium Wealth has grown its planner network to 22 with the addition of Meridien Wealth....
Editorial
Money Management’s Top 100 Dealer Group data has underscored the re-emergence of institutions as the dominant force in Australian financial planning....
Top 100
Many significant players in the dealer group sector have reduced their financial planner numbers, though the industry remains optimistic....
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....
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....
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...
Financial planning
Most financial advisers want access to a broad Approved Product List (APL) before they make the decision to join a licensee....
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...
Financial planning
Research house Zenith Investment Partners has signed two financial planning practices to its new client list for 2012....
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?...
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...
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...
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...
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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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...