recruitment

Financial planning

Tower relaunches Pivotal dealer group to focus on risk

Tower Australia Limited will relaunch Pivotal Financial Advisers as a risk based dealer group and has set out on an ambitious drive to recruit risk advisers to the group....

Financial planning

Dealer group launches low cost model

Sydney-based financial planning group Morrison Carr will embark on an ambitious recruitment program by offering a flat dealer fee to advisers of $1,000 per month....

Financial planning

Garrisons strikes advice deal with Qld police

Garrisons Financial Planning has signed an exclusive three year agreement with Queensland Police Credit Union (QPCU) to provide financial planning services to its 34,000 ...

Financial planning

Accountants to give advice through Magnify

AMP and PricewaterhouseCoopers (PwC) today launched Magnify Financial Planners, a new dealer group catering to the specific needs of chartered accountants considering exp...

Financial planning

Fastest growing dealer groups: Support and brand leads to planner rise at AXA

AXA Financial Planning has used its localised planner support network and an internationally recognised brand to grow its planner numbers by over 300 in the past four yea...

Financial planning

Fastest growing dealer groups: Being the best Counts

Even though Count Wealth Accountants’ managing director Barry Lambert says, “Our emphasis is not on growth – not to be the biggest, just the best”, this philosophy has se...

Superannuation

Fastest growing dealer groups: RetireInvest still on the recruitment trail

RetireInvest is on the up and up – and they want you....

People & Products

InTech appoints full-time chief executive

InTech Financial Services has appointed Deutsche Asset Management Asia Pacific regional chief operating officer Michael Monaghan as chief executive officer, after a three...

Financial planning

Building bridges between the biggest and best

As disillusioned planners continue their exodus from bank owned groups, Bridges Financial Services is one group positioning itself to catch the fallout. Lucie Beaman repo...

Financial planning

Planners’ salaries: are they worth it?

Financial planners are earning even bigger salaries, but is the bubble about to burst? Lisa Bowman reports....

Financial planning

Self-employed vs salaried planners

Want to make more money in financial planning? Take the self-employed route. Lisa Bowman reports....

Financial planning

Mullens helps keep Madison on the move

Madison Financial Group might be small, but it knows where it’s headed. Kate Kachor reports....

Financial planning

CFS signs up Nunn for distribution role

Colonial First State (CFS) has signed IOOF retail funds management general manager Richard Nunn to the general manager distribution role recently vacated by Michael Cant....

Financial planning

Directors cut as coup d’état fails to oust founder

Direct Portfolio Services has completely overhauled its board of directors following a failed coup d’état to oust company founder and chief investment officer John Alders...

Financial planning

The sky’s the limit with positioning strategy

As market conditions continue to fluctuate and financial planners feel the pressure, a positioning strategy paves the way for strong growth. Chris Dionne talks to Melinda...