22 March 2010 | If the FPA and the AFA are to merge they will have to work through many divisive issues.
1 March 2010 | Financial planners should take advantage of uncertain times and show leadership, writes Todd Kardas.
23 February 2010 | Count Financial has lifted its stake in DKN despite the negative response to its earlier purchase of equity.
28 January 2010 | The Australian Securities and Investments Commission is conducting an exhaustive audit of the operations of the country’s largest Australian Financial Services Licensees.
22 January 2010 | The Commonwealth Bank has called for the retention of dealer group rebates and a self-regulatory approach to the removal of commissions from the financial planning industry.
21 December 2009 | As 2009 comes to a close, Money Management looks at the dealer groups that have dominated the industry.
21 December 2009 | As 2009 comes to a close, Money Management looks at the trends and developments that will reshape the industry in 2010.
14 December 2009 | While much remains unresolved about future government policy and the ultimate shape of financial planning regulation, a good deal is already obvious. Change is inevitable.
10 December 2009 | The chairman of the Ripoll Inquiry, Bernie Ripoll, has indicated volume rebates paid from product manufacturers to dealer groups are encompassed in the recommendations made by the committee - including the recommendation to cease payments from product manufacturers to advisers.
27 November 2009 | Dealer groups must adopt programs that encourage practices to employ junior financial planners, according to e-Jobs Recruitment Specialists director Trevor Punnett.
09:30 AM | Model portfolios are becoming an increasingly popular investment advice option at a time when risk mitigation is a priority for dealer groups.
12 November 2009 | Consolidation of dealer groups will be driven by commercial imperatives, with informal FPA modelling finding it costs smaller dealer groups $126,000 a year to support a single planner compared to around $50,000 for a larger group.
09:50 AM | Dealer groups should actively acquire small struggling member advice firms for the good of the sector rather than allowing the status quo to continue, according to Kenn Williams, principal of WA advice firm LifeNet, a four-planner member of dealer group Guardian Financial Planning.
22 September 2009 | A single national financial planning disciplinary committee should be established to replace the disparate committees of the industry associations, according to Anthony Virtue, managing director of Sydney advice firm Virtue & Partners.
21 September 2009 | Sydney-based asset manager Astarra Asset Management has reached a milestone, managing $1 billion dollars of investors' assets, according to chief executive Shawn Richard.
14 September 2009 | To what degree should dealer groups filter the data they receive from research and ratings houses, asks Mike Taylor.
2 September 2009 | Securitor head Neil Younger has rejected reports that the Westpac dealer group has been actively trying to lure planners away from AXA dealer group Genesys Wealth Advisers.
27 August 2009 | IOOF Holdings has flagged the sale of its life insurance business in its 2009 annual results, in which it posted a 32.1 per cent loss in net profit to $15.85 million.
10 August 2009 | Clients are generally far better informed about the markets and their investments than before the onset of the global financial crisis, according to Alan Harrison, chief executive of dealer group Iris Financial Group.
29 July 2009 | Dealer group demand for Colonial First State Customs Solutions has justified its decision to bring the management of the tailored platform solution in-house, according to general manager of distribution Paul Barrett.
23 July 2009 | Cost is less important than the quality of underlying support when choosing a dealer group, according to a new analysis issued by the Commonwealth Bank.
23 July 2009 | Few financial planners appear to be fully embracing the Financial Planning Association's latest short-form Statement of Advice sample despite high praise for the FPA leading the way on the issue.
15 July 2009 | Longstanding projections that an ageing demographic would result in many financial advisers leaving the industry in droves are premature, according to Chris Wrightson, director of broker Centurion Market Maker.
14 July 2009 | Dealer groups are concerned about the need to change their Australian Financial Services Licences as a result of the new rules around margin lending.
7 July 2009 | Netwealth has declared its interest in picking up planners unhappy about NAB's acquisition of the Navigator platform.