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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
Australian Unity Personal Financial Services has emerged as Money Management's 2012 Institutional Dealer Group of the Year, while Dixon Advisory Services has been named t...
Financial planning
A financial services lawyer has been able to outline how privacy legislation impacts on the selling of financial advisers' client books in the wake of Money Management's ...
Editorial
Mike Taylor writes that the sale of client books entailing trailing commissions will look utterly incongruous in a post-FOFA world unless financial planners are actively ...
Financial planning
Westpac/BT has outlined its new financial planning approach via BT Select while Count has moved to offer Securitor planners an alternative....
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
Financial adviser caution generated by the global financial crisis and its continuing aftermath has served to disguise a general shift away from managed funds, according ...
Financial planning
The importance of LinkedIn as a lead-generation tool has been highlighted in a recent survey of American financial advisers....
Funds management
Former iShares ETF guru Tim Bradbury will lead a workshop on developing effective ETF strategies and incorporating them into client portfolios at the third instalment of ...
People & Products
Infocus Money Management has appointed Giulio Russo as head of business development, which the group says is to assist it to continue its rapid growth....
Editorial
Mike Taylor writes that the existence of large payments and the perception that a sales culture continues to exist in the financial planning space represents a dangerous ...
Financial planning
One of the men who led the Timbercorp Growers Group through a number of legal battles, Chris Garnaut, has written to ASIC raising issues around actions taken by the Respo...
Financial planning
The Financial Services Council has broken new ground by ensuring CPD points will be available to delegates attending its annual conference on the Gold Coast, August 1-3....
Financial planning
Rountable questions why the Government takes so long on financial services legislation but acts with speed in imposing substantially higher levies....
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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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...