22 January 2010 | Centric Wealth wants a clear line drawn between sales agents and advisers in the superannuation advice space.
3 November 2009 | Tuck-in transactions see WHK expand its ownership in Queensland and New Zealand.
29 October 2009 | Paying planner entitlements from fund managers and life insurers on a daily basis is proving a successful method of attracting new planners to dealer group Synchron, especially since the onset of the GFC.
25 September 2009 | A trend away from the low-cost dealer group model has emerged among financial planners, according to Radar Results.
24 September 2009 | South Australia dealer group Financial Planning & Life has gone into voluntary liquidation, partly as a result of a fraud perpetrated by one of its authorised representatives.
17 September 2009 | Dealer group RetireInvest has outsourced some of its technical requirements to specialist company Strategy Steps.
15 September 2009 | Captstone has conducted a national survey to determine how remuneration changes will impact planning practices within its network.
2 September 2009 | Plan B positions for further growth on Australian east coast and in New Zealand.
14 August 2009 | Dealer group Millennium3 points to the role of accountants in giving bad advice relating to recent corporate collapses.
11 August 2009 | Count Financial announces a 9.1 per cent decline in profit and slams the need for PI, arguing it is being penalised for the mistakes of other AFSL holders who shouldn't hold a licence.
16 July 2009 | Upturn in funds under management or advice through the final quarter of 2008-09 prompts Plan B to confirm its profit guidance.
21 April 2009 | Financial planning roles in dealer group IPAC are to be included in AXA Asia Pacific's plan to cut 120 positions across the group.
15 April 2009 | Count Financial has revealed a further decline in funds under management in the face of continuing market volatility but has also foreshadowed further acquisitions.
18 March 2009 | Perpetual has acquired advice firm Financial Pursuit, its second acquisition since buying Argosy Wealth Consultants in January last year.
20 February 2009 | Expected to complete transfer in March.
18 February 2009 | Plan B delivers on forecast but suffers FUMA decline.
12 February 2009 | Predicts record profit despite downturn.
12 February 2009 | Appears to have solved its immediate debt problems.
10 February 2009 | New manager instrumental to AFA's GenXt program.
30 January 2009 | Falling share prices add real momentum to trend away from commissions.
28 January 2009 | Bank 'dropped the ball'.
28 January 2009 | Takes up shareholding and board seats.
15 December 2008 | Will develop co-branded product with revenue sharing agreement.
25 November 2008 | Centric head denies rumour of funding issues.
25 November 2008 | Group posts 33 per cent year on year increase.