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DEALER GROUP
Financial planning
Advisers are likely to look towards self-registration with the regulator rather than a licensee model in the future, but self-licensing is not without its pitfalls, accor...
Financial planning
A major dealer group chair has pointed to advisers rather than licensees becoming responsible for professional indemnity cover....
People & Products
YTML signs Merit Wealth to the Seido platform and adds Helen Thom to head of distribution....
Financial planning
Wealth management advisory firm, AD Capital Group has announced plans to list this year on the Australian Securities Exchange....
Financial planning
A background paper on the sale of life/risk products provided to the Royal Commission has suggested life/risk advisers recommend in-house products in return for lower dea...
People & Products
Fitzpatricks Private Wealth has extended its Melbourne presence with two new businesses aligning with the dealer group....
Financial planning
ASIC has concluded monitoring dealer group, Lionsgate Financial Group after it imposed additional conditions on the firm’s AFSL in 2013 for failure to ensure its advisers...
Top 100
Despite the controversies and challenges, the absolute size of the Australian financial planning industry has remained relatively stable, according to Money Management TO...
Financial planning
A new Money Management survey has revealed that more than half of financial planners don’t believe they are getting value for money from their dealer group and are lookin...
Financial planning
Former Guardian Advice group, Griffin Financial Services, has joined Fortnum after Suncorp exited its financial planning businesses last year....
Financial planning
Paul Barrett’s AZ NGA extends footprint via another RI Advice-licensed planning firm, Adelaide’s Bailey Capital Management....
Editorial
When it comes to taking home the big bucks in the planning industry, it is experience that counts, the Money Management Salary Survey reveals....
Financial planning
IOOF recruits News Corp executive as new CEO for Shadforth Financial Group....
Financial planning
Fiducian Group has acquired a Sydney-based advice firm with $85 million in FUA, bringing the group’s total FUA to $1.71 billion....
Financial planning
More than two years after the initial move, dealer group Futuro has withdrawn from a buy-out deal with AMP Limited....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...